Position in AEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,858,490
+$215,406 QoQ
Shares Held
16,441
+10.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#319
of 945 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. AEE ranks #19 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,490 | 16,441 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,643,084 | 14,948 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,045,434 | 10,469 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,132,940 | 10,854 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $908,058 | 9,455 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $862,335 | 8,589 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $703,047 | 7,887 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $985,061 | 11,263 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $593,057 | 8,340 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $566,237 | 7,656 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $627,694 | 8,677 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $485,197 | 6,484 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $585,165 | 7,165 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $668,485 | 7,738 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $705,135 | 7,930 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $486,844 | 6,044 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $553,545 | 6,126 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $653,413 | 6,969 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $605,000 | 6,797 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $518,419 | 6,477 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $433,730 | 5,331 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $458,836 | 5,878 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $423,157 | 5,351 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $344,130 | 4,891 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $356,357 | 4,893 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||