Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$219,410
+$1,989 QoQ
Shares Held
1,941
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#676
of 945 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Snowden Capital Advisors LLC holds $38,563,016 across 20 Utilities - Regulated Electric names. AEE ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,439 | $13,906,191 | |
| 2 | DUK |
Duke Energy CORP
|
33,356 | $4,222,202 | |
| 3 | AEP |
American Electric Power Co Inc
|
22,744 | $3,111,606 | |
| 4 | ED |
Consolidated Edison Inc
|
27,388 | $3,029,934 | |
| 5 | SO |
Southern Co
|
21,861 | $2,092,316 | |
| 6 | NGG |
National Grid PLC
|
22,192 | $1,839,051 | |
| 7 | D |
Dominion Energy, Inc
|
24,719 | $1,688,060 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
13,400 | $1,564,718 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,410 | 1,941 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $217,421 | 1,978 | Shares | Sole | 2026-05-15 | |
| 2021-12-31 | $22,163 | 249 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||