Position in AEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$294,582
-$9,126 QoQ
Shares Held
2,606
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#602
of 945 holders
Holding Since
Mar 2020
6 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. AEE ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,582 | 2,606 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $303,708 | 2,763 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $277,111 | 2,775 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $287,358 | 2,753 | Shares | Sole | 2025-11-07 | |
| 2021-03-31 | $19,282 | 237 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $15,658 | 215 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||