Position in AEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$257,392
+$39,531 QoQ
Shares Held
2,277
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#632
of 945 holders
Holding Since
Jun 2021
17 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, 2026Composition Wealth, LLC holds $10,231,752 across 20 Utilities - Regulated Electric names. AEE ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,902 | $2,624,498 | |
| 2 | SO |
Southern Co
|
21,889 | $2,094,996 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,881 | $804,579 | |
| 4 | D |
Dominion Energy, Inc
|
7,995 | $545,978 | |
| 5 | EVRG |
Evergy, Inc.
|
5,751 | $497,058 | |
| 6 | DUK |
Duke Energy CORP
|
3,885 | $491,763 | |
| 7 | ED |
Consolidated Edison Inc
|
3,411 | $377,358 | |
| 8 | EXC |
Exelon Corp
|
6,419 | $299,253 |
All Filings in AEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,392 | 2,277 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $217,861 | 1,982 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $250,948 | 2,513 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $202,601 | 1,941 | Shares | Sole | 2025-10-20 | |
| 2024-06-30 | $233,809 | 3,288 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $268,696 | 3,633 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $276,483 | 3,822 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,140,484 | 15,241 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,204,305 | 14,746 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,263,108 | 14,621 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,292,452 | 14,535 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,111,590 | 13,800 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,153,445 | 12,765 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,030,891 | 10,995 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $756,852 | 8,503 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $553,878 | 6,838 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $356,258 | 4,451 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||