Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,545
+$2,140 QoQ
Shares Held
686
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#752
of 945 holders
Holding Since
Jun 2021
21 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, 2026Deseret Mutual Benefit Administrators holds $2,945,694 across 23 Utilities - Regulated Electric names. AEE ranks #18 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,434 | $308,095 | |
| 2 | NEE |
Nextera Energy Inc
|
3,433 | $301,314 | |
| 3 | SO |
Southern Co
|
2,598 | $248,654 | |
| 4 | D |
Dominion Energy, Inc
|
3,113 | $212,586 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,386 | $189,618 | |
| 6 | EXC |
Exelon Corp
|
3,435 | $160,139 | |
| 7 | EIX |
Edison International
|
1,825 | $135,871 | |
| 8 | ED |
Consolidated Edison Inc
|
1,171 | $129,547 |
All Filings in AEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,545 | 686 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $75,405 | 686 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,939 | 430 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $44,883 | 430 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $41,297 | 430 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $43,172 | 430 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $38,330 | 430 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $37,607 | 430 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $25,315 | 356 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $26,329 | 356 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $25,753 | 356 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $33,748 | 451 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $38,303 | 469 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $40,516 | 469 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $41,703 | 469 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $69,836 | 867 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $98,040 | 1,085 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $101,729 | 1,085 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $107,791 | 1,211 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $98,091 | 1,211 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $112,776 | 1,409 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||