Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$565
+$16 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#927
of 945 holders
Holding Since
Mar 2025
4 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, 2026NVWM, LLC holds $6,736,704 across 22 Utilities - Regulated Electric names. AEE ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
24,727 | $1,985,578 | |
| 2 | NEE |
Nextera Energy Inc
|
22,401 | $1,966,135 | |
| 3 | DUK |
Duke Energy CORP
|
13,504 | $1,709,335 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
6,156 | $499,620 | |
| 5 | IDA |
Idacorp Inc
|
2,316 | $350,410 | |
| 6 | PPL |
PPL Corp
|
2,005 | $72,881 | |
| 7 | AEP |
American Electric Power Co Inc
|
426 | $58,281 | |
| 8 | EXC |
Exelon Corp
|
872 | $40,652 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565 | 5 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $549 | 5 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $499 | 5 | Shares | Sole | 2026-01-20 | |
| 2025-03-31 | $1,004 | 10 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||