Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$892,111
-$2,859,128 QoQ
Shares Held
7,892
-76.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#427
of 945 holders
Holding Since
Sep 2022
9 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, 2026Aquatic Capital Management LLC holds $50,285,009 across 19 Utilities - Regulated Electric names. AEE ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
112,406 | $12,910,953 | |
| 2 | NEE |
Nextera Energy Inc
|
138,177 | $12,127,795 | |
| 3 | AEP |
American Electric Power Co Inc
|
50,334 | $6,886,194 | |
| 4 | XEL |
Xcel Energy Inc
|
63,582 | $5,105,634 | |
| 5 | CMS |
Cms Energy Corp
|
38,405 | $2,937,982 | |
| 6 | LNT |
Alliant Energy Corp
|
30,610 | $2,335,236 | |
| 7 | DTE |
Dte Energy Co
|
12,959 | $1,974,562 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
18,216 | $1,949,112 |
All Filings in AEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,111 | 7,892 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,751,239 | 34,127 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,489,133 | 36,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,701,097 | 66,744 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $938,652 | 13,200 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $5,345,926 | 73,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,313 | 1,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,882,951 | 35,300 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $990,765 | 12,300 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||