Position in AEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,486
+$68 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#904
of 951 holders
Holding Since
Jun 2021
21 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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. AEE ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in AEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,486 | 22 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,418 | 22 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,097 | 21 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,191 | 21 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $2,016 | 21 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,108 | 21 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,871 | 21 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,749 | 20 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,777 | 25 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,218 | 30 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,876 | 178 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $17,435 | 233 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,804 | 218 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $15,809 | 183 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $13,871 | 156 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,155 | 64 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,427 | 49 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,125 | 44 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,916 | 44 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,293 | 53 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,120 | 14 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||