Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$178,598
-$24,418 QoQ
Shares Held
1,580
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 945 holders
Holding Since
Dec 2021
15 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, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. AEE ranks #25 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,598 | 1,580 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $203,016 | 1,847 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $130,114 | 1,303 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $158,445 | 1,518 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $149,340 | 1,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $105,419 | 1,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,454 | 667 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $39,006 | 446 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $31,783 | 447 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,648 | 455 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $10,054 | 139 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,915 | 186 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,537 | 227 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,861 | 91 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $25,901 | 291 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||