Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,189,180
+$119,879 QoQ
Shares Held
10,520
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#382
of 945 holders
Holding Since
Jun 2022
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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. AEE ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in AEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,180 | 10,520 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,069,301 | 9,728 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $913,918 | 9,152 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,604,842 | 15,375 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,268,976 | 13,213 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $217,466 | 2,166 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,114,606 | 12,504 | Shares | Sole | 2025-01-28 | |
| 2022-09-30 | $200,247 | 2,486 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $206,834 | 2,289 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||