Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,292,951
+$495,482 QoQ
Shares Held
11,438
+57.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#369
of 945 holders
Holding Since
Sep 2023
9 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, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. AEE ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in AEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,951 | 11,438 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $797,469 | 7,255 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $535,249 | 5,360 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $449,877 | 4,310 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $420,559 | 4,379 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $412,644 | 4,110 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $348,715 | 3,912 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $299,288 | 3,422 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $205,333 | 2,744 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||