Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$378,344
-$2,089 QoQ
Shares Held
3,347
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#563
of 945 holders
Holding Since
Jun 2025
5 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. AEE ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,344 | 3,347 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $380,433 | 3,461 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $403,833 | 4,044 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $206,150 | 1,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $298,972 | 3,113 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||