Position in AEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$31,990
+$28,143 QoQ
Shares Held
283
+708.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#789
of 945 holders
Holding Since
Jun 2025
4 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, 2026Trust Co holds $2,065,914 across 17 Utilities - Regulated Electric names. AEE ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
9,695 | $837,938 | |
| 2 | NEE |
Nextera Energy Inc
|
4,419 | $387,855 | |
| 3 | SO |
Southern Co
|
2,962 | $283,493 | |
| 4 | EIX |
Edison International
|
2,223 | $165,502 | |
| 5 | DUK |
Duke Energy CORP
|
1,034 | $130,883 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
642 | $68,694 | |
| 7 | AEP |
American Electric Power Co Inc
|
327 | $44,736 | |
| 8 | ETR |
Entergy Corp /De/
|
312 | $35,836 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,990 | 283 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,847 | 35 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,495 | 35 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $9,892 | 103 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||