Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,165
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#891
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FWL INVESTMENT MANAGEMENT, LLC holds $18,760,501 across 14 Utilities - Regulated Electric names. AEE ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
146,976 | $16,881,663 | |
| 2 | AEP |
American Electric Power Co Inc
|
6,005 | $821,544 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
5,000 | $583,850 | |
| 4 | NEE |
Nextera Energy Inc
|
1,945 | $170,712 | |
| 5 | CMS |
Cms Energy Corp
|
1,350 | $103,275 | |
| 6 | D |
Dominion Energy, Inc
|
1,490 | $101,752 | |
| 7 | DUK |
Duke Energy CORP
|
349 | $44,176 | |
| 8 | SO |
Southern Co
|
380 | $36,369 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,165 | 28 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||