Position in AEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,594,879
+$416,431 QoQ
Shares Held
14,109
+31.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 945 holders
Holding Since
Sep 2022
12 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, 2026Empowered Funds, LLC holds $137,396,013 across 28 Utilities - Regulated Electric names. AEE ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
358,821 | $26,714,219 | |
| 2 | EXC |
Exelon Corp
|
413,894 | $19,295,735 | |
| 3 | NEE |
Nextera Energy Inc
|
193,590 | $16,991,390 | |
| 4 | AEP |
American Electric Power Co Inc
|
99,353 | $13,592,480 | |
| 5 | PCG |
PG&E Corp
|
509,279 | $8,566,068 | |
| 6 | SO |
Southern Co
|
70,759 | $6,772,341 | |
| 7 | DUK |
Duke Energy CORP
|
50,244 | $6,359,881 | |
| 8 | ES |
Eversource Energy
|
76,205 | $5,507,332 |
All Filings in AEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,879 | 14,109 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $1,178,448 | 10,721 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $986,182 | 9,448 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $622,914 | 6,486 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $628,001 | 6,255 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $465,399 | 5,221 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $377,652 | 4,318 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,264,833 | 17,787 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,233,356 | 16,676 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $984,691 | 13,612 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $606,272 | 8,102 | Shares | Other | 2023-11-01 | |
| 2022-09-30 | $664,456 | 8,249 | Shares | Other | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||