Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,392,460
-$102,330 QoQ
Shares Held
47,704
-4.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#204
of 945 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $48,496,976 across 3 Utilities - Regulated Electric names. AEE ranks #2 (11.1% of the industry book) .
All Filings in AEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,392,460 | 47,704 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $5,494,790 | 49,989 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,991,901 | 49,989 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,702,801 | 54,635 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,334,637 | 55,546 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,341,063 | 63,158 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,042,683 | 79,007 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,719,744 | 88,266 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||