Position in AEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$558,078
+$86,302 QoQ
Shares Held
4,937
+15.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#510
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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. AEE ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in AEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,078 | 4,937 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $471,776 | 4,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $370,181 | 3,707 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $366,478 | 3,511 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $341,038 | 3,551 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $361,440 | 3,600 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $320,547 | 3,596 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $288,705 | 3,301 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $244,902 | 3,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $350,940 | 4,745 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $260,134 | 3,596 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $251,503 | 3,361 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $301,852 | 3,696 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $317,569 | 3,676 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $321,979 | 3,621 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $330,818 | 4,107 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $345,717 | 3,826 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $418,263 | 4,461 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||