Position in AEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,039,402
-$5,540,958 QoQ
Shares Held
9,195
-84.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#403
of 945 holders
Holding Since
Dec 2021
9 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, 2026Oak Thistle LLC holds $23,665,269 across 11 Utilities - Regulated Electric names. AEE ranks #9 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
145,671 | $5,295,140 | |
| 2 | PCG |
PG&E Corp
|
237,073 | $3,987,567 | |
| 3 | XEL |
Xcel Energy Inc
|
40,899 | $3,284,189 | |
| 4 | AEP |
American Electric Power Co Inc
|
20,889 | $2,857,824 | |
| 5 | EVRG |
Evergy, Inc.
|
19,158 | $1,655,825 | |
| 6 | IDA |
Idacorp Inc
|
10,145 | $1,534,938 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
10,049 | $1,075,243 | |
| 8 | D |
Dominion Energy, Inc
|
15,515 | $1,059,519 |
All Filings in AEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,402 | 9,195 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,580,360 | 59,865 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,314,649 | 53,221 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $1,827,833 | 19,032 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,397,953 | 23,884 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $1,168,291 | 16,150 | Shares | Sole | 2024-01-22 | |
| 2023-03-31 | $350,743 | 4,060 | Shares | Sole | 2023-04-27 | |
| 2022-06-30 | $229,514 | 2,540 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $338,327 | 3,801 | Shares | Other | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||