Position in AEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$657,996
+$13,764 QoQ
Shares Held
5,821
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. AEE ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,996 | 5,821 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $644,232 | 5,861 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $461,944 | 4,626 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $457,700 | 4,385 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $337,192 | 3,511 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $321,779 | 3,205 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $293,890 | 3,297 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $229,754 | 2,627 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $204,652 | 2,878 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $297,020 | 4,016 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,464,740 | 20,248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,415,559 | 18,917 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,560,060 | 19,102 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,612,901 | 18,670 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,654,356 | 18,605 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,317,878 | 16,361 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,291,106 | 47,489 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,365,697 | 57,228 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,121,457 | 57,538 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,426,731 | 54,651 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,034,336 | 50,404 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,172,316 | 14,409 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,100,646 | 14,100 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,089,880 | 13,782 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,063,702 | 15,118 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,123,184 | 15,422 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||