Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$753,637
-$106,487 QoQ
Shares Held
6,667
-14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#458
of 945 holders
Holding Since
Dec 2021
19 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, 2026Metis Global Partners, LLC holds $100,467,380 across 25 Utilities - Regulated Electric names. AEE ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
245,711 | $21,566,054 | |
| 2 | SO |
Southern Co
|
120,111 | $11,495,823 | |
| 3 | DUK |
Duke Energy CORP
|
84,401 | $10,683,478 | |
| 4 | AEP |
American Electric Power Co Inc
|
58,757 | $8,038,545 | |
| 5 | EXC |
Exelon Corp
|
149,839 | $6,985,494 | |
| 6 | ETR |
Entergy Corp /De/
|
56,685 | $6,510,839 | |
| 7 | D |
Dominion Energy, Inc
|
93,312 | $6,372,276 | |
| 8 | XEL |
Xcel Energy Inc
|
65,010 | $5,220,303 |
All Filings in AEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,637 | 6,667 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $860,124 | 7,825 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $856,099 | 8,573 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $952,258 | 9,123 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $925,153 | 9,633 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,069,360 | 10,651 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $798,159 | 8,954 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $744,546 | 8,513 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $596,541 | 8,389 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $620,228 | 8,386 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $614,600 | 8,496 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $714,402 | 9,547 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $643,967 | 7,885 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $700,795 | 8,112 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $475,988 | 5,353 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $308,667 | 3,832 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $348,157 | 3,853 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $382,259 | 4,077 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $200,005 | 2,247 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||