Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$30,520
+$842 QoQ
Shares Held
270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#793
of 945 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. AEE ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in AEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,520 | 270 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $29,678 | 270 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,862 | 269 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $27,869 | 267 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $25,834 | 269 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $491,056 | 4,891 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $472,442 | 5,300 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $554,671 | 6,342 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $473,165 | 6,654 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $492,055 | 6,653 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $457,767 | 6,328 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $493,354 | 6,593 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $29,319 | 359 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,595 | 331 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,359 | 139 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,793 | 134 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $29,547 | 327 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $204,771 | 2,184 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $207,393 | 2,330 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $183,708 | 2,268 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $187,773 | 2,346 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $219,834 | 2,702 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||