Position in AEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$308,486
+$25,003 QoQ
Shares Held
2,729
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#595
of 945 holders
Holding Since
Jun 2025
5 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, 2026Wedmont Private Capital holds $16,620,841 across 23 Utilities - Regulated Electric names. AEE ranks #18 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,365 | $2,226,286 | |
| 2 | DUK |
Duke Energy CORP
|
17,219 | $2,179,581 | |
| 3 | SO |
Southern Co
|
18,489 | $1,769,582 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,370 | $1,281,909 | |
| 5 | ED |
Consolidated Edison Inc
|
10,397 | $1,150,220 | |
| 6 | D |
Dominion Energy, Inc
|
11,921 | $814,085 | |
| 7 | ETR |
Entergy Corp /De/
|
6,927 | $795,635 | |
| 8 | XEL |
Xcel Energy Inc
|
9,575 | $768,872 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,486 | 2,729 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $283,483 | 2,579 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $247,053 | 2,474 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $272,744 | 2,613 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $247,206 | 2,574 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||