Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$780,993
-$119,691 QoQ
Shares Held
6,909
-15.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#452
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dai-ichi Life Insurance Company, Ltd holds $110,851,203 across 21 Utilities - Regulated Electric names. AEE ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
137,279 | $17,376,775 | |
| 2 | SO |
Southern Co
|
167,983 | $16,077,652 | |
| 3 | NEE |
Nextera Energy Inc
|
166,685 | $14,629,942 | |
| 4 | ETR |
Entergy Corp /De/
|
82,451 | $9,470,321 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
102,030 | $8,280,754 | |
| 6 | ED |
Consolidated Edison Inc
|
70,775 | $7,829,838 | |
| 7 | D |
Dominion Energy, Inc
|
105,641 | $7,214,223 | |
| 8 | CMS |
Cms Energy Corp
|
67,618 | $5,172,777 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,993 | 6,909 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $900,684 | 8,194 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $818,252 | 8,194 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $855,289 | 8,194 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $786,951 | 8,194 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $822,677 | 8,194 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $730,413 | 8,194 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $716,647 | 8,194 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $582,675 | 8,194 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,885,092 | 25,488 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $2,247,025 | 31,062 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $9,743,240 | 130,205 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $10,537,390 | 129,024 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,146,383 | 129,024 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,664,359 | 108,686 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,754,657 | 108,686 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,820,866 | 108,686 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,422,251 | 175,152 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,590,279 | 175,152 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,187,312 | 175,152 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $14,168,920 | 177,023 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,665,649 | 118,801 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,785,784 | 138,173 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $7,537,035 | 95,309 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,781,384 | 67,956 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,564,984 | 62,680 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||