Position in AEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,560,969
+$821,098 QoQ
Shares Held
13,809
+105.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#339
of 945 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. AEE ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
278,369 | $24,432,447 | |
| 2 | DUK |
Duke Energy CORP
|
77,585 | $9,820,709 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,760 | $7,765,335 | |
| 4 | SO |
Southern Co
|
75,860 | $7,260,560 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
36,622 | $4,276,350 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
40,649 | $3,299,072 | |
| 7 | ETR |
Entergy Corp /De/
|
26,034 | $2,990,265 | |
| 8 | D |
Dominion Energy, Inc
|
40,172 | $2,743,345 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,969 | 13,809 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $739,871 | 6,731 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $621,029 | 6,219 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $698,824 | 6,695 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $480,584 | 5,004 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $544,770 | 5,426 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $280,523 | 3,147 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $272,875 | 3,120 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $244,902 | 3,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $255,753 | 3,458 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $225,194 | 3,113 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $242,524 | 3,241 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $274,247 | 3,358 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $282,581 | 3,271 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $288,456 | 3,244 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $284,502 | 3,532 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $306,049 | 3,387 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $317,565 | 3,387 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $488,308 | 5,486 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $444,366 | 5,486 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $459,829 | 5,745 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $467,494 | 5,746 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $295,535 | 3,786 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $207,743 | 2,627 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||