Position in AEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$384,901
+$118,236 QoQ
Shares Held
3,405
+40.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 945 holders
Holding Since
Mar 2026
2 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, 2026HUB Investment Partners, LLC holds $46,107,376 across 24 Utilities - Regulated Electric names. AEE ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
85,075 | $11,639,110 | |
| 2 | NEE |
Nextera Energy Inc
|
83,112 | $7,294,740 | |
| 3 | EVRG |
Evergy, Inc.
|
60,824 | $5,257,018 | |
| 4 | OGE |
Oge Energy Corp.
|
101,398 | $4,934,026 | |
| 5 | DUK |
Duke Energy CORP
|
24,730 | $3,130,323 | |
| 6 | D |
Dominion Energy, Inc
|
33,782 | $2,306,972 | |
| 7 | ED |
Consolidated Edison Inc
|
18,859 | $2,086,371 | |
| 8 | SO |
Southern Co
|
14,906 | $1,426,653 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,901 | 3,405 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $266,665 | 2,426 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||