Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,220,413
+$1,110,065 QoQ
Shares Held
46,182
+23.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#208
of 945 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. AEE ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,220,413 | 46,182 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,110,348 | 37,394 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,742,043 | 87,543 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,648,120 | 25,370 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,891,315 | 19,693 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,699,370 | 16,926 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,422,941 | 15,963 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,384,666 | 15,832 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,064,872 | 14,975 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $942,990 | 12,750 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $797,403 | 11,023 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $856,878 | 11,451 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $1,553,978 | 16,574 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,416,861 | 15,918 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,288,548 | 15,908 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||