Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,580,202
+$2,514,308 QoQ
Shares Held
31,672
+226.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#254
of 945 holders
Holding Since
Sep 2021
20 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, 2026Tidal Investments LLC holds $412,425,315 across 30 Utilities - Regulated Electric names. AEE ranks #20 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
754,424 | $66,215,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
317,890 | $43,490,530 | |
| 3 | ETR |
Entergy Corp /De/
|
355,791 | $40,866,154 | |
| 4 | XEL |
Xcel Energy Inc
|
505,096 | $40,559,208 | |
| 5 | IDA |
Idacorp Inc
|
218,614 | $33,076,298 | |
| 6 | OGE |
Oge Energy Corp.
|
678,233 | $33,002,817 | |
| 7 | D |
Dominion Energy, Inc
|
324,778 | $22,179,089 | |
| 8 | PCG |
PG&E Corp
|
1,070,885 | $18,012,285 |
All Filings in AEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,580,202 | 31,672 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,065,894 | 9,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,761,530 | 17,640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,845,438 | 17,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,407,754 | 14,658 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,594,452 | 15,881 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $343,189 | 3,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $294,477 | 3,367 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $251,729 | 3,540 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $368,024 | 4,976 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $343,036 | 4,742 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $329,626 | 4,405 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $349,792 | 4,283 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $278,866 | 3,228 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $272,006 | 3,059 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $234,964 | 2,917 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $257,797 | 2,853 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $321,878 | 3,433 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $276,020 | 3,101 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $201,366 | 2,486 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||