Position in AEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$9,156
+$253 QoQ
Shares Held
81
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#853
of 945 holders
Holding Since
Sep 2023
8 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. AEE ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
139,413 | $12,236,279 | |
| 2 | DUK |
Duke Energy CORP
|
60,170 | $7,616,318 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
65,932 | $7,054,724 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
28,137 | $2,283,598 | |
| 5 | SO |
Southern Co
|
1,725 | $165,099 | |
| 6 | ED |
Consolidated Edison Inc
|
1,285 | $142,159 | |
| 7 | XEL |
Xcel Energy Inc
|
1,736 | $139,400 | |
| 8 | AEP |
American Electric Power Co Inc
|
825 | $112,868 |
All Filings in AEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,156 | 81 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $8,903 | 81 | Shares | Sole | 2026-04-14 | |
| 2024-12-31 | $244,689 | 2,745 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $383,599 | 4,386 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $357,469 | 5,027 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $482,662 | 6,526 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $530,975 | 7,340 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $591,306 | 7,902 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||