Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$331,545
+$6,952 QoQ
Shares Held
2,933
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#581
of 945 holders
Holding Since
Dec 2024
7 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. AEE ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,545 | 2,933 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $324,593 | 2,953 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $289,194 | 2,896 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $315,017 | 3,018 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $294,841 | 3,070 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $356,118 | 3,547 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $294,517 | 3,304 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||