Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$51,844,889
+$18,981,562 QoQ
Shares Held
458,642
+53.4% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#73
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Russell Investments Group, Ltd. holds $2,322,725,645 across 38 Utilities - Regulated Electric names. AEE ranks #15 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,858,233 | $426,407,104 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,404,425 | $192,139,378 | |
| 3 | XEL |
Xcel Energy Inc
|
2,373,871 | $190,621,834 | |
| 4 | DUK |
Duke Energy CORP
|
1,353,044 | $171,268,305 | |
| 5 | EIX |
Edison International
|
2,170,745 | $161,611,960 | |
| 6 | ETR |
Entergy Corp /De/
|
1,358,652 | $156,054,762 | |
| 7 | SO |
Southern Co
|
6,689,322 | $117,312,384 | |
| 8 | EXC |
Exelon Corp
|
2,431,926 | $113,376,385 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,844,889 | 458,642 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $32,863,327 | 298,975 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $28,007,231 | 280,465 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $29,312,927 | 280,829 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,647,094 | 267,046 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $21,802,659 | 217,158 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,488,698 | 207,412 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,395,948 | 130,299 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,656,016 | 79,539 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,998,274 | 54,060 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $16,441,722 | 227,284 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $13,522,303 | 180,707 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,863,840 | 157,510 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $15,269,083 | 176,746 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $19,791,634 | 222,578 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $26,760,802 | 332,226 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $29,550,790 | 327,034 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $21,729,628 | 231,758 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $19,884,565 | 223,397 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $7,262,622 | 89,662 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $16,890,119 | 211,021 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $16,916,369 | 207,920 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $16,991,708 | 217,675 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $25,827,131 | 326,595 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $23,158,078 | 329,137 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $33,908,699 | 465,587 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||