Position in AEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$409,430
+$8,552 QoQ
Shares Held
3,622
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#549
of 945 holders
Holding Since
Dec 2025
3 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, 2026Apella Capital, LLC holds $16,081,504 across 15 Utilities - Regulated Electric names. AEE ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,992 | $3,159,017 | |
| 2 | SO |
Southern Co
|
28,968 | $2,772,527 | |
| 3 | DUK |
Duke Energy CORP
|
15,585 | $1,972,749 | |
| 4 | D |
Dominion Energy, Inc
|
27,800 | $1,898,462 | |
| 5 | AEP |
American Electric Power Co Inc
|
8,445 | $1,155,360 | |
| 6 | ED |
Consolidated Edison Inc
|
8,618 | $953,409 | |
| 7 | LNT |
Alliant Energy Corp
|
11,528 | $879,471 | |
| 8 | DTE |
Dte Energy Co
|
5,173 | $788,210 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,430 | 3,622 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $400,878 | 3,647 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $328,938 | 3,294 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||