Position in AEE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$224,236
+$10,736 QoQ
Shares Held
2,040
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
5 quarters on record
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,236 | 2,040 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $213,500 | 2,138 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,175 | 40 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $34,190 | 356 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $118,440 | 1,371 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||