Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$654,275
+$22,675 QoQ
Shares Held
5,788
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
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, 2026Parallel Advisors, LLC holds $32,186,606 across 40 Utilities - Regulated Electric names. AEE ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
142,717 | $12,526,271 | |
| 2 | ED |
Consolidated Edison Inc
|
15,533 | $1,718,415 | |
| 3 | DUK |
Duke Energy CORP
|
12,905 | $1,633,514 | |
| 4 | SO |
Southern Co
|
15,168 | $1,451,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,013 | $1,369,878 | |
| 6 | EVRG |
Evergy, Inc.
|
13,723 | $1,186,078 | |
| 7 | ETR |
Entergy Corp /De/
|
7,812 | $897,286 | |
| 8 | EIX |
Edison International
|
11,282 | $839,944 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,275 | 5,788 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $631,600 | 5,746 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $564,508 | 5,653 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $581,187 | 5,568 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $510,164 | 5,312 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $528,304 | 5,262 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $431,705 | 4,843 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $339,519 | 3,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $238,005 | 3,347 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $260,709 | 3,525 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $384,704 | 5,318 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $414,408 | 5,538 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $456,453 | 5,589 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $494,928 | 5,729 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $595,764 | 6,700 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $554,345 | 6,882 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $653,122 | 7,228 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $698,793 | 7,453 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $673,004 | 7,561 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $746,172 | 9,212 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $688,744 | 8,605 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $559,350 | 6,875 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $545,795 | 6,992 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $554,350 | 7,010 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $499,063 | 7,093 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $539,451 | 7,407 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||