Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,993,315
+$137,819 QoQ
Shares Held
44,173
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#212
of 945 holders
Holding Since
Dec 2020
23 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, 2026USS Investment Management Ltd holds $142,944,389 across 21 Utilities - Regulated Electric names. AEE ranks #12 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
345,226 | $30,300,486 | |
| 2 | DUK |
Duke Energy CORP
|
118,178 | $14,958,971 | |
| 3 | SO |
Southern Co
|
155,704 | $14,902,429 | |
| 4 | AEP |
American Electric Power Co Inc
|
81,975 | $11,214,999 | |
| 5 | D |
Dominion Energy, Inc
|
138,840 | $9,481,383 | |
| 6 | EIX |
Edison International
|
94,939 | $7,068,208 | |
| 7 | PCG |
PG&E Corp
|
381,865 | $6,422,969 | |
| 8 | ED |
Consolidated Edison Inc
|
49,407 | $5,465,896 |
All Filings in AEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,993,315 | 44,173 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,855,496 | 44,173 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,093,960 | 40,997 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,279,266 | 40,997 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,937,351 | 40,997 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,052,075 | 20,439 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,086,088 | 45,839 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,775,001 | 77,464 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,582,968 | 64,449 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,639,067 | 62,724 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,014,926 | 83,148 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,569,101 | 87,787 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,656,840 | 81,509 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,041,562 | 81,509 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,122,847 | 80,104 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,944,912 | 73,804 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,391,010 | 92,862 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,040,339 | 96,420 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $7,241,230 | 81,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,589,593 | 81,353 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,033,016 | 25,400 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,684,152 | 20,700 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,615,842 | 20,700 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||