Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,707,017
+$57,338 QoQ
Shares Held
15,101
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#326
of 945 holders
Holding Since
Sep 2022
16 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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. AEE ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in AEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,707,017 | 15,101 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,649,679 | 15,008 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,427,099 | 14,291 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,486,579 | 14,242 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,394,981 | 14,525 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,504,293 | 14,983 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,372,221 | 15,394 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,348,195 | 15,415 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,069,636 | 15,042 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,028,265 | 13,903 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,015,508 | 14,038 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,044,776 | 13,962 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,112,182 | 13,618 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,134,819 | 13,136 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,173,388 | 13,196 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,037,806 | 12,884 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||