Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$211,158
+$4,590 QoQ
Shares Held
1,868
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#686
of 945 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. AEE ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in AEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,158 | 1,868 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $206,568 | 1,979 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $207,627 | 2,068 | Shares | Sole | 2025-04-14 | |
| 2023-09-30 | $201,666 | 2,695 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $286,988 | 3,514 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $277,484 | 3,212 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $285,522 | 3,211 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $249,221 | 3,094 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $302,977 | 3,353 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $318,877 | 3,401 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $302,634 | 3,400 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $275,238 | 3,398 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $271,895 | 3,397 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $276,298 | 3,396 | Shares | Sole | 2021-04-27 | |
| 2020-06-30 | $207,843 | 2,954 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $219,800 | 3,018 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||