Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$613,355
New position
Shares Held
5,426
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#490
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $23,400,521 across 22 Utilities - Regulated Electric names. AEE ranks #16 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
26,680 | $3,115,423 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,995 | $2,598,705 | |
| 3 | EIX |
Edison International
|
27,387 | $2,038,962 | |
| 4 | SO |
Southern Co
|
14,053 | $1,345,012 | |
| 5 | EXC |
Exelon Corp
|
28,019 | $1,306,245 | |
| 6 | XEL |
Xcel Energy Inc
|
14,211 | $1,141,143 | |
| 7 | NEE |
Nextera Energy Inc
|
12,738 | $1,118,014 | |
| 8 | ES |
Eversource Energy
|
15,412 | $1,113,825 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,355 | 5,426 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||