Position in AEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,182,706
-$100,986 QoQ
Shares Held
37,002
-5.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#239
of 945 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $169,144,925 across 30 Utilities - Regulated Electric names. AEE ranks #14 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
297,562 | $26,117,016 | |
| 2 | SO |
Southern Co
|
133,258 | $12,754,123 | |
| 3 | ED |
Consolidated Edison Inc
|
112,780 | $12,476,851 | |
| 4 | DUK |
Duke Energy CORP
|
95,634 | $12,105,351 | |
| 5 | ES |
Eversource Energy
|
128,265 | $9,269,711 | |
| 6 | AEP |
American Electric Power Co Inc
|
67,083 | $9,177,625 | |
| 7 | D |
Dominion Energy, Inc
|
109,957 | $7,508,963 | |
| 8 | EXC |
Exelon Corp
|
139,450 | $6,501,159 |
All Filings in AEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,182,706 | 37,002 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,283,692 | 38,971 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,894,140 | 38,996 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,239,915 | 40,620 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,047,317 | 42,142 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,196,218 | 41,795 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,987,348 | 33,513 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,001,189 | 34,315 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,480,814 | 34,887 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,741,327 | 37,065 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,334,874 | 46,100 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,651,928 | 48,803 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,054,915 | 49,650 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,269,307 | 49,419 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,684,839 | 52,686 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $4,182,397 | 51,923 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,657,606 | 51,545 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,016,628 | 53,505 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,862,260 | 54,626 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||