Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$263,948
+$7,395 QoQ
Shares Held
2,335
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#628
of 945 holders
Holding Since
Dec 2025
3 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, 2026Csenge Advisory Group holds $21,329,825 across 16 Utilities - Regulated Electric names. AEE ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
55,255 | $6,994,177 | |
| 2 | SO |
Southern Co
|
61,500 | $5,886,165 | |
| 3 | ETR |
Entergy Corp /De/
|
9,079 | $1,042,813 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,446 | $1,018,687 | |
| 5 | NEE |
Nextera Energy Inc
|
11,360 | $997,067 | |
| 6 | D |
Dominion Energy, Inc
|
12,735 | $869,673 | |
| 7 | EIX |
Edison International
|
10,092 | $751,349 | |
| 8 | ES |
Eversource Energy
|
9,724 | $702,753 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,948 | 2,335 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $256,553 | 2,334 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $218,593 | 2,189 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||