Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,134,921
+$55,947 QoQ
Shares Held
10,040
+2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 945 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. AEE ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,921 | 10,040 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,078,974 | 9,816 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $876,770 | 8,780 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $892,762 | 8,553 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $805,295 | 8,385 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $986,630 | 9,827 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $906,910 | 10,174 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $777,694 | 8,892 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $623,705 | 8,771 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $648,777 | 8,772 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $596,949 | 8,252 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $646,157 | 8,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $714,122 | 8,744 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $581,231 | 6,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $566,865 | 6,375 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $506,659 | 6,290 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $568,545 | 6,292 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $591,156 | 6,305 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $601,707 | 6,760 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $514,431 | 6,351 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $508,894 | 6,358 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $625,658 | 7,690 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $501,613 | 6,426 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $506,823 | 6,409 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $427,296 | 6,073 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $358,250 | 4,919 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||