Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$30,181
+$12,511 QoQ
Shares Held
267
+51.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#794
of 945 holders
Holding Since
Mar 2024
6 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. AEE ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,181 | 267 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $17,670 | 176 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $19,878 | 223 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $19,503 | 223 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $17,137 | 241 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $17,528 | 237 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||