Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,399
+$287 QoQ
Shares Held
92
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#850
of 945 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $17,023,311 across 20 Utilities - Regulated Electric names. AEE ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,209 | $13,886,003 | |
| 2 | ETR |
Entergy Corp /De/
|
8,321 | $955,750 | |
| 3 | DUK |
Duke Energy CORP
|
4,187 | $529,990 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,346 | $457,766 | |
| 5 | SO |
Southern Co
|
4,109 | $393,272 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,779 | $387,863 | |
| 7 | FE |
Firstenergy Corp
|
1,789 | $85,049 | |
| 8 | EVRG |
Evergy, Inc.
|
877 | $75,799 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,399 | 92 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,112 | 92 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,187 | 92 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,818 | 27 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,593 | 27 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||