Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$291,417
+$2,987 QoQ
Shares Held
2,578
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#604
of 945 holders
Holding Since
Mar 2022
18 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, 2026Kovack Advisors, Inc. holds $9,546,944 across 12 Utilities - Regulated Electric names. AEE ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,207 | $1,934,011 | |
| 2 | NEE |
Nextera Energy Inc
|
18,471 | $1,621,199 | |
| 3 | ED |
Consolidated Edison Inc
|
12,031 | $1,330,989 | |
| 4 | DUK |
Duke Energy CORP
|
7,463 | $944,666 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,777 | $927,161 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,918 | $691,044 | |
| 7 | EIX |
Edison International
|
8,346 | $621,359 | |
| 8 | D |
Dominion Energy, Inc
|
6,089 | $415,817 |
All Filings in AEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,417 | 2,578 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $288,430 | 2,624 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $262,831 | 2,632 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $276,815 | 2,652 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $254,698 | 2,652 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $277,104 | 2,760 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $415,570 | 4,662 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $248,736 | 2,844 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $219,232 | 3,083 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $225,947 | 3,055 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $220,998 | 3,055 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $205,932 | 2,752 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $224,755 | 2,752 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $236,017 | 2,732 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $258,490 | 2,907 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $234,158 | 2,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $272,616 | 3,017 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $282,873 | 3,017 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||