Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$85,458
+$12,032 QoQ
Shares Held
756
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#748
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. AEE ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
125,697 | $11,032,425 | |
| 2 | DUK |
Duke Energy CORP
|
53,985 | $6,833,421 | |
| 3 | XEL |
Xcel Energy Inc
|
40,998 | $3,292,139 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,966 | $3,141,978 | |
| 5 | SO |
Southern Co
|
30,668 | $2,935,234 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
16,049 | $1,874,041 | |
| 7 | ED |
Consolidated Edison Inc
|
10,533 | $1,165,265 | |
| 8 | D |
Dominion Energy, Inc
|
14,586 | $996,077 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,458 | 756 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $73,426 | 668 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $72,797 | 729 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $69,725 | 668 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $82,114 | 855 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $81,524 | 812 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $39,043 | 438 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $232,468 | 2,658 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $186,521 | 2,623 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $193,997 | 2,623 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $211,449 | 2,923 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $218,728 | 2,923 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $255,055 | 3,123 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $269,018 | 3,114 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $275,474 | 3,098 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $253,571 | 3,148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $500,684 | 5,541 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $500,772 | 5,341 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $548,835 | 6,166 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $499,041 | 6,161 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $496,728 | 6,206 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $494,424 | 6,077 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $385,226 | 4,935 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $269,030 | 3,402 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $247,807 | 3,522 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $262,188 | 3,600 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||