Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,304
+$312 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#845
of 945 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $2,114,063 across 17 Utilities - Regulated Electric names. AEE ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
9,720 | $788,874 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,819 | $445,944 | |
| 3 | FE |
Firstenergy Corp
|
7,427 | $353,079 | |
| 4 | ES |
Eversource Energy
|
3,891 | $281,202 | |
| 5 | DUK |
Duke Energy CORP
|
570 | $72,150 | |
| 6 | EXC |
Exelon Corp
|
1,202 | $56,037 | |
| 7 | ETR |
Entergy Corp /De/
|
344 | $39,511 | |
| 8 | TXNM |
Txnm Energy Inc
|
400 | $22,712 |
All Filings in AEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,304 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,992 | 100 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,986 | 100 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,438 | 100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,604 | 100 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,040 | 100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,914 | 100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,746 | 100 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,111 | 100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,396 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,468 | 200 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $7,483 | 100 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $7,908 | 100 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||