Position in AEE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$838,869
+$65,692 QoQ
Shares Held
7,421
+5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#437
of 945 holders
Holding Since
Sep 2024
8 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, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. AEE ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in AEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,869 | 7,421 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $773,177 | 7,034 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $666,066 | 6,670 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $563,965 | 5,403 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $360,534 | 3,754 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $379,411 | 3,779 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $354,777 | 3,980 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $248,473 | 2,841 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||