Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$54,598
New position
Shares Held
483
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#765
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $1,910,207 across 21 Utilities - Regulated Electric names. AEE ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,200 | $456,404 | |
| 2 | SO |
Southern Co
|
3,629 | $347,331 | |
| 3 | D |
Dominion Energy, Inc
|
3,409 | $232,800 | |
| 4 | DUK |
Duke Energy CORP
|
1,392 | $176,199 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,689 | $137,079 | |
| 6 | ED |
Consolidated Edison Inc
|
970 | $107,311 | |
| 7 | ETR |
Entergy Corp /De/
|
874 | $100,387 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
744 | $86,876 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,598 | 483 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||