Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$377,101
+$21,071 QoQ
Shares Held
3,336
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#564
of 945 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Brookstone Capital Management holds $106,991,323 across 21 Utilities - Regulated Electric names. AEE ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
347,645 | $25,124,304 | |
| 2 | EIX |
Edison International
|
325,771 | $24,253,650 | |
| 3 | SO |
Southern Co
|
176,901 | $16,931,194 | |
| 4 | NEE |
Nextera Energy Inc
|
165,650 | $14,539,100 | |
| 5 | DUK |
Duke Energy CORP
|
38,750 | $4,904,975 | |
| 6 | AEP |
American Electric Power Co Inc
|
29,119 | $3,983,770 | |
| 7 | EXC |
Exelon Corp
|
65,337 | $3,046,010 | |
| 8 | ED |
Consolidated Edison Inc
|
26,423 | $2,923,176 |
All Filings in AEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,101 | 3,336 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $356,030 | 3,239 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $322,847 | 3,233 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $336,834 | 3,227 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $305,983 | 3,186 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $315,958 | 3,147 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $275,977 | 3,096 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $270,251 | 3,090 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $219,232 | 3,083 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $321,799 | 4,351 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $317,138 | 4,384 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $326,932 | 4,369 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $385,237 | 4,717 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $305,647 | 3,538 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,076,643 | 12,108 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $866,718 | 10,760 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $681,675 | 7,544 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $563,966 | 6,015 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $471,218 | 5,294 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $444,366 | 5,486 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $343,611 | 4,293 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||