Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,311,602
+$93,799 QoQ
Shares Held
11,603
+4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#365
of 945 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. AEE ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,602 | 11,603 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,217,803 | 11,079 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,110,442 | 11,120 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,141,499 | 10,936 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $898,837 | 9,359 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $936,731 | 9,330 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $373,674 | 4,192 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $255,295 | 2,919 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $440,739 | 6,198 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $287,186 | 3,883 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $499,941 | 6,911 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $669,877 | 8,952 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $697,459 | 8,540 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $922,816 | 10,682 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,018,576 | 11,455 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $712,624 | 8,847 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $834,293 | 9,233 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $968,540 | 10,330 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $587,287 | 6,598 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $574,128 | 7,088 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $331,124 | 4,137 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $338,945 | 4,166 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $351,034 | 4,497 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $357,046 | 4,515 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $426,522 | 6,062 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $371,286 | 5,098 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||