Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,127,186
+$1,408,421 QoQ
Shares Held
18,818
+187.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 945 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $542,986,787 across 39 Utilities - Regulated Electric names. AEE ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,623,742 | $230,285,832 | |
| 2 | AEP |
American Electric Power Co Inc
|
428,173 | $58,578,346 | |
| 3 | ETR |
Entergy Corp /De/
|
392,327 | $45,062,677 | |
| 4 | CMS |
Cms Energy Corp
|
581,655 | $44,496,606 | |
| 5 | DUK |
Duke Energy CORP
|
283,366 | $35,868,465 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
390,415 | $31,686,080 | |
| 7 | SO |
Southern Co
|
281,598 | $26,951,742 | |
| 8 | D |
Dominion Energy, Inc
|
191,395 | $13,070,363 |
All Filings in AEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,127,186 | 18,818 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $718,765 | 6,539 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $484,520 | 4,852 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $565,008 | 5,413 | Shares | Defined | 2025-11-14 | |
| 2023-12-31 | $1,828,609 | 25,278 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,042,932 | 27,301 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,870,046 | 35,142 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,316,169 | 38,427 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $4,456,492 | 50,118 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $4,966,713 | 61,660 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $5,610,812 | 62,094 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,963,886 | 63,608 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,549,328 | 62,345 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,090,121 | 62,841 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,943,910 | 61,768 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,983,381 | 61,251 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $4,634,421 | 59,370 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,743,872 | 22,052 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $45,030 | 640 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $30,879 | 424 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||