Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,442,183
+$425,943 QoQ
Shares Held
92,376
+1.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#158
of 945 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $293,294,842 across 24 Utilities - Regulated Electric names. AEE ranks #15 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
204,723 | $22,648,505 | |
| 2 | DUK |
Duke Energy CORP
|
172,567 | $21,843,530 | |
| 3 | D |
Dominion Energy, Inc
|
315,519 | $21,546,792 | |
| 4 | SO |
Southern Co
|
209,303 | $20,032,390 | |
| 5 | NEE |
Nextera Energy Inc
|
220,001 | $19,309,487 | |
| 6 | EXC |
Exelon Corp
|
380,125 | $17,721,427 | |
| 7 | ETR |
Entergy Corp /De/
|
150,534 | $17,290,335 | |
| 8 | AEP |
American Electric Power Co Inc
|
126,353 | $17,286,353 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,442,183 | 92,376 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,016,240 | 91,123 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,088,562 | 70,985 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,071,849 | 67,751 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,652,978 | 69,273 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,709,615 | 76,789 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,621,168 | 63,060 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $1,980,006 | 22,639 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,206,736 | 16,970 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,103,113 | 14,915 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,064,700 | 14,718 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,333,470 | 17,820 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,733,935 | 21,231 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,689,320 | 31,130 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,163,056 | 46,818 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,162,368 | 64,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,496,898 | 82,967 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,300,958 | 45,872 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,918,425 | 55,257 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,426,786 | 42,306 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,233,356 | 27,903 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,476,277 | 18,145 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,310,939 | 16,794 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,351,239 | 17,087 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,168,046 | 16,601 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,623,744 | 22,295 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||