Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$125,022
+$18,400 QoQ
Shares Held
1,106
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#725
of 945 holders
Holding Since
Sep 2023
7 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, 2026First Command Advisory Services, Inc. holds $3,651,859 across 23 Utilities - Regulated Electric names. AEE ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,188 | $783,277 | |
| 2 | NEE |
Nextera Energy Inc
|
8,743 | $767,373 | |
| 3 | D |
Dominion Energy, Inc
|
6,496 | $443,611 | |
| 4 | SO |
Southern Co
|
2,009 | $192,280 | |
| 5 | DTE |
Dte Energy Co
|
3,162 | $158,885 | |
| 6 | EVRG |
Evergy, Inc.
|
1,652 | $142,782 | |
| 7 | EXC |
Exelon Corp
|
2,865 | $133,566 | |
| 8 | PPL |
PPL Corp
|
3,548 | $128,969 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,022 | 1,106 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $106,622 | 970 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $85,080 | 852 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $88,931 | 852 | Shares | Sole | 2025-10-31 | |
| 2024-06-30 | $26,168 | 368 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $38,774 | 536 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $40,108 | 536 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||