Position in AEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,950,232
+$3,901 QoQ
Shares Held
88,024
-2.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#164
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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. AEE ranks #14 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,950,232 | 88,024 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,946,331 | 90,487 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,954,352 | 59,627 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,004,041 | 57,521 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,795,149 | 60,341 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $6,218,073 | 61,933 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $7,071,654 | 79,332 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $6,903,830 | 78,937 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,411,064 | 90,157 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,927,093 | 93,660 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $6,696,152 | 92,565 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,908,455 | 92,322 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,530,659 | 79,964 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,189,706 | 60,073 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,227,251 | 58,786 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,156,678 | 76,433 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $6,628,357 | 73,355 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,764,221 | 72,144 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,495,128 | 28,032 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,432,349 | 30,029 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,389,914 | 29,859 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,905,044 | 23,415 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,704,518 | 21,836 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,495,956 | 18,917 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,157,210 | 16,447 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,928,538 | 26,480 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||