Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$510,488
+$14,420 QoQ
Shares Held
4,516
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#524
of 945 holders
Holding Since
Dec 2021
17 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, 2026Moors & Cabot, Inc. holds $52,167,172 across 21 Utilities - Regulated Electric names. AEE ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
187,240 | $16,434,054 | |
| 2 | HE |
Hawaiian Electric Industries Inc
|
578,331 | $7,824,818 | |
| 3 | DUK |
Duke Energy CORP
|
51,784 | $6,554,818 | |
| 4 | SO |
Southern Co
|
61,102 | $5,848,072 | |
| 5 | ES |
Eversource Energy
|
32,096 | $2,319,577 | |
| 6 | CNP |
Centerpoint Energy Inc
|
51,566 | $2,270,966 | |
| 7 | ED |
Consolidated Edison Inc
|
17,285 | $1,912,239 | |
| 8 | AEP |
American Electric Power Co Inc
|
11,919 | $1,630,638 |
All Filings in AEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,488 | 4,516 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $496,068 | 4,513 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $462,551 | 4,632 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $473,885 | 4,540 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $435,733 | 4,537 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $471,779 | 4,699 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $445,076 | 4,993 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $375,290 | 4,291 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $395,727 | 5,565 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $413,066 | 5,585 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $303,828 | 4,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $260,632 | 3,483 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $284,211 | 3,480 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $199,981 | 2,249 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $221,562 | 2,452 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $260,652 | 2,780 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $216,294 | 2,430 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||