Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$526,879
+$75,878 QoQ
Shares Held
4,661
+13.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#519
of 945 holders
Holding Since
Mar 2020
26 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. AEE ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,879 | 4,661 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $451,001 | 4,103 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $381,065 | 3,816 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $445,806 | 4,271 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $383,295 | 3,991 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $411,037 | 4,094 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $352,013 | 3,949 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $298,151 | 3,409 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $238,645 | 3,356 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $243,180 | 3,288 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $405,682 | 5,608 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $419,422 | 5,605 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $266,734 | 3,266 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $298,391 | 3,454 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $306,951 | 3,452 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $277,897 | 3,450 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $311,561 | 3,448 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $316,252 | 3,373 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $305,215 | 3,429 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $306,828 | 3,788 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $317,438 | 3,966 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $326,741 | 4,016 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $393,734 | 5,044 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $423,868 | 5,360 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $305,080 | 4,336 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,664,748 | 22,858 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||