Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,055,002
+$56,599 QoQ
Shares Held
9,333
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#398
of 945 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $37,859,405 across 27 Utilities - Regulated Electric names. AEE ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
59,341 | $5,208,359 | |
| 2 | SO |
Southern Co
|
44,553 | $4,264,167 | |
| 3 | NGG |
National Grid PLC
|
45,669 | $3,784,590 | |
| 4 | ETR |
Entergy Corp /De/
|
28,293 | $3,249,733 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,412 | $2,382,135 | |
| 6 | DUK |
Duke Energy CORP
|
17,496 | $2,214,643 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
20,285 | $1,646,330 | |
| 8 | XEL |
Xcel Energy Inc
|
20,129 | $1,616,358 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,055,002 | 9,333 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $998,403 | 9,083 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $973,934 | 9,753 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $682,645 | 6,540 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $719,723 | 7,494 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $338,348 | 3,370 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $298,708 | 3,351 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||