Position in AEE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$134,652
+$99,102 QoQ
Shares Held
1,225
+244.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 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 Mar 31, 2026Sunbelt Securities, Inc. holds $4,891,603 across 26 Utilities - Regulated Electric names. AEE ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,690,694 | |
| 2 | EVRG |
Evergy, Inc.
|
7,348 | $601,948 | |
| 3 | DUK |
Duke Energy CORP
|
3,852 | $504,380 | |
| 4 | D |
Dominion Energy, Inc
|
7,126 | $440,529 | |
| 5 | SO |
Southern Co
|
4,211 | $406,445 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,580 | $338,186 | |
| 7 | ETR |
Entergy Corp /De/
|
2,818 | $316,630 | |
| 8 | XEL |
Xcel Energy Inc
|
2,845 | $226,006 |
All Filings in AEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,652 | 1,225 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $35,550 | 356 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $37,159 | 356 | Shares | Sole | 2025-11-19 | |
| 2024-09-30 | $1,136 | 13 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $924 | 13 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $961 | 13 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $940 | 13 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $972 | 13 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $1,061 | 13 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,123 | 13 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||