Position in AEE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$283,263
+$19,733 QoQ
Shares Held
2,577
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Ausdal Financial Partners, Inc. holds $11,168,800 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,081 | $2,400,501 | |
| 2 | NEE |
Nextera Energy Inc
|
25,685 | $2,254,371 | |
| 3 | DUK |
Duke Energy CORP
|
11,600 | $1,468,327 | |
| 4 | EIX |
Edison International
|
19,517 | $1,453,040 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,034 | $962,320 | |
| 6 | ETR |
Entergy Corp /De/
|
6,354 | $729,820 | |
| 7 | EXC |
Exelon Corp
|
10,857 | $506,152 | |
| 8 | LNT |
Alliant Energy Corp
|
5,004 | $381,754 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,263 | 2,577 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $263,530 | 2,639 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $268,360 | 2,571 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||