Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$329,624
-$56,524 QoQ
Shares Held
2,916
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#582
of 945 holders
Holding Since
Dec 2025
3 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, 2026World Investment Advisors holds $40,782,098 across 25 Utilities - Regulated Electric names. AEE ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
97,995 | $8,601,021 | |
| 2 | ETR |
Entergy Corp /De/
|
64,313 | $7,386,991 | |
| 3 | DUK |
Duke Energy CORP
|
31,502 | $3,987,523 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
27,344 | $3,192,958 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
36,358 | $2,950,815 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,075 | $2,883,270 | |
| 7 | SO |
Southern Co
|
22,194 | $2,124,187 | |
| 8 | ED |
Consolidated Edison Inc
|
14,583 | $1,613,317 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,624 | 2,916 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $386,148 | 3,513 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $371,279 | 3,718 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||