Position in AEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$50,641
+$33,824 QoQ
Shares Held
448
+192.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#769
of 945 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $2,991,467 across 34 Utilities - Regulated Electric names. AEE ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,225 | $809,677 | |
| 2 | DTE |
Dte Energy Co
|
4,041 | $615,726 | |
| 3 | ED |
Consolidated Edison Inc
|
1,629 | $180,215 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,313 | $153,318 | |
| 5 | ES |
Eversource Energy
|
1,974 | $142,660 | |
| 6 | PCG |
PG&E Corp
|
8,155 | $137,167 | |
| 7 | EIX |
Edison International
|
1,548 | $115,248 | |
| 8 | DUK |
Duke Energy CORP
|
820 | $103,794 |
All Filings in AEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,641 | 448 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $16,817 | 153 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $5,991 | 60 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,070 | 39 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,152 | 12 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,008 | 20 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,515 | 17 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,224 | 14 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $853 | 12 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $887 | 12 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $795 | 11 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $1,047 | 14 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $816 | 10 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $1,209 | 14 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $1,422 | 16 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $724 | 9 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $281 | 3 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||