Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$295,034
+$9,572 QoQ
Shares Held
2,610
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#600
of 945 holders
Holding Since
Sep 2024
8 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, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. AEE ranks #14 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,206 | $422,518 |
All Filings in AEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,034 | 2,610 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $285,462 | 2,597 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $254,742 | 2,551 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $273,579 | 2,621 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $251,528 | 2,619 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $262,646 | 2,616 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $227,485 | 2,552 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $219,612 | 2,511 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||