Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,900,541
+$1,174,300 QoQ
Shares Held
16,813
+154.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#312
of 945 holders
Holding Since
Mar 2020
24 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, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. AEE ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,900,541 | 16,813 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $726,241 | 6,607 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $996,602 | 9,980 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,108,933 | 10,624 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $979,800 | 10,202 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $810,930 | 8,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $586,006 | 6,574 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $412,548 | 4,717 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $294,893 | 4,147 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $315,587 | 4,267 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $97,297 | 1,345 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $317,952 | 4,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $163,666 | 2,004 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $162,585 | 1,882 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $305,440 | 3,435 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $282,555 | 3,127 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $305,482 | 3,432 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $277,992 | 3,432 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $274,697 | 3,432 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $285,654 | 3,511 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $287,807 | 3,687 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $335,931 | 4,248 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $298,889 | 4,248 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $360,945 | 4,956 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||