Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$663,431
+$50,188 QoQ
Shares Held
5,869
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#477
of 945 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $30,191,003 across 26 Utilities - Regulated Electric names. AEE ranks #18 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
43,267 | $3,797,544 | |
| 2 | SO |
Southern Co
|
25,679 | $2,457,737 | |
| 3 | DUK |
Duke Energy CORP
|
19,308 | $2,444,006 | |
| 4 | AEP |
American Electric Power Co Inc
|
14,804 | $2,025,335 | |
| 5 | EVRG |
Evergy, Inc.
|
20,141 | $1,740,786 | |
| 6 | ETR |
Entergy Corp /De/
|
14,803 | $1,700,272 | |
| 7 | CMS |
Cms Energy Corp
|
20,916 | $1,600,074 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
19,640 | $1,593,982 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,431 | 5,869 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $613,243 | 5,579 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $607,747 | 6,086 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $668,553 | 6,405 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $687,070 | 7,154 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $725,691 | 7,228 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $624,693 | 7,008 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $598,313 | 6,841 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $399,495 | 5,618 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $316,179 | 4,275 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $267,585 | 3,699 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $305,605 | 4,084 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $400,019 | 4,898 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $455,707 | 5,275 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $529,874 | 5,959 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||