Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,460
+$565 QoQ
Shares Held
181
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#815
of 945 holders
Holding Since
Mar 2026
2 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, 2026MCF Advisors LLC holds $7,671,467 across 23 Utilities - Regulated Electric names. AEE ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,800 | $3,756,556 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
10,889 | $1,165,123 | |
| 3 | DUK |
Duke Energy CORP
|
6,762 | $855,933 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,765 | $378,279 | |
| 5 | EXC |
Exelon Corp
|
7,813 | $364,242 | |
| 6 | SO |
Southern Co
|
3,752 | $359,103 | |
| 7 | DTE |
Dte Energy Co
|
1,586 | $241,658 | |
| 8 | D |
Dominion Energy, Inc
|
1,410 | $96,288 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,460 | 181 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $19,895 | 181 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||