Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,652
+$2,465 QoQ
Shares Held
50
+72.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#871
of 945 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. AEE ranks #35 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,772 | $648,148 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,541 | $621,254 | |
| 3 | NGG |
National Grid PLC
|
6,372 | $528,047 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,669 | $460,096 | |
| 5 | NEE |
Nextera Energy Inc
|
4,784 | $419,891 | |
| 6 | KEP |
Korea Electric Power Corp
|
30,442 | $368,348 | |
| 7 | ETR |
Entergy Corp /De/
|
3,078 | $353,539 | |
| 8 | DUK |
Duke Energy CORP
|
1,985 | $251,261 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,652 | 50 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,187 | 29 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,296 | 23 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $32,316 | 414 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||