Position in AEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$207,968
-$248,492 QoQ
Shares Held
1,892
-58.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 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, 2026HighPoint Advisor Group LLC holds $7,782,677 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,660 | $1,321,584 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
11,288 | $1,318,099 | |
| 3 | PCG |
PG&E Corp
|
78,096 | $1,313,574 | |
| 4 | DUK |
Duke Energy CORP
|
5,663 | $716,822 | |
| 5 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 6 | ETR |
Entergy Corp /De/
|
6,060 | $696,051 | |
| 7 | EXC |
Exelon Corp
|
11,881 | $553,892 | |
| 8 | SO |
Southern Co
|
5,280 | $505,348 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,968 | 1,892 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $456,460 | 4,571 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $437,665 | 4,193 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $400,582 | 4,171 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $418,868 | 4,172 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $360,749 | 4,047 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $346,254 | 3,959 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $351 | 4,419 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $262,927 | 3,555 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $256,879 | 3,551 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $311,290 | 3,445 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $291,519 | 3,599 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $296,228 | 3,701 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $285,248 | 3,506 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $273,600 | 3,505 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||