Position in AEE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$33,525
+$2,669 QoQ
Shares Held
305
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in AEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,525 | 305 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,856 | 309 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $521 | 5 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $480 | 5 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $339,452 | 3,381 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $438,836 | 4,923 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $388,847 | 4,446 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $132,833 | 1,868 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $138,157 | 1,868 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $135,131 | 1,868 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $139,782 | 1,868 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $152,559 | 1,868 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $161,376 | 1,868 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $166,102 | 1,868 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||