Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,773,145
+$106,099 QoQ
Shares Held
15,686
+3.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#322
of 945 holders
Holding Since
Dec 2020
19 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, 2026CHOREO, LLC holds $55,129,983 across 30 Utilities - Regulated Electric names. AEE ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,444 | $9,605,899 | |
| 2 | DUK |
Duke Energy CORP
|
52,131 | $6,598,741 | |
| 3 | SO |
Southern Co
|
54,018 | $5,170,062 | |
| 4 | LNT |
Alliant Energy Corp
|
56,581 | $4,316,564 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
47,429 | $3,849,337 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,286 | $2,912,137 | |
| 7 | D |
Dominion Energy, Inc
|
34,244 | $2,338,522 | |
| 8 | NGG |
National Grid PLC
|
26,727 | $2,214,866 |
All Filings in AEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,145 | 15,686 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,667,046 | 15,166 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,625,720 | 16,280 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,693,669 | 16,226 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,538,176 | 16,016 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,587,926 | 15,816 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,352,610 | 15,174 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $974,129 | 11,138 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $688,344 | 9,680 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $289,183 | 3,910 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $296,811 | 4,103 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $300,143 | 4,011 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $281,026 | 3,441 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $296,663 | 3,434 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $247,447 | 2,780 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $225,180 | 2,780 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $231,715 | 2,895 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $235,537 | 2,895 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $225,983 | 2,895 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||