Position in AEE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,039,114
+$626,702 QoQ
Shares Held
54,941
+1.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 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, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in AEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,039,114 | 54,941 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,412,412 | 54,200 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,618,462 | 53,827 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,135,354 | 53,471 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,329,734 | 53,085 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $4,663,180 | 52,313 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,494,744 | 51,392 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,626,610 | 51,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,771,960 | 51,000 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $50,624 | 586 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $54,774 | 616 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $139,046 | 1,483 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $117,137 | 1,316 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $106,596 | 1,316 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $125,342 | 1,566 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $127,409 | 1,566 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $141,756 | 1,816 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $123,839 | 1,566 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $117,219 | 1,666 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||