Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,523,670
+$458,695 QoQ
Shares Held
137,329
+0.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#131
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. AEE ranks #14 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,523,670 | 137,329 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,064,975 | 137,054 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,285,973 | 133,046 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,067,659 | 96,452 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,839,680 | 71,217 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,289,441 | 72,604 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,311,406 | 59,585 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,480,068 | 62,658 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,117,837 | 57,908 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $7,407,389 | 100,154 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $3,054,990 | 42,231 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,472,158 | 33,037 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,544,020 | 31,150 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,453,353 | 39,974 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,527,723 | 39,673 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,162,719 | 76,508 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,482,655 | 38,542 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,877,494 | 30,690 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,918,103 | 32,784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,457,135 | 30,335 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,497,488 | 31,203 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,506,620 | 30,809 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,645,687 | 33,893 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,190,278 | 27,697 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,944,961 | 27,643 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,113,133 | 15,284 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||