Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,509,310
-$207,640 QoQ
Shares Held
13,352
-14.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 945 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. AEE ranks #19 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in AEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,310 | 13,352 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,716,950 | 15,620 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,556,616 | 15,588 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,575,824 | 15,097 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,056,343 | 10,999 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,104,801 | 11,004 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,044,363 | 11,716 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $984,361 | 11,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $782,280 | 11,001 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,323,366 | 17,893 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,090,019 | 15,068 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,010,953 | 13,510 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,014,912 | 12,427 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $854,396 | 9,890 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,274,934 | 14,338 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,093,465 | 13,575 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $922,123 | 10,205 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $410,575 | 4,379 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $370,726 | 4,165 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $231,903 | 2,863 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||