Position in AEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$14,571,647
+$987,954 QoQ
Shares Held
128,907
+4.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#138
of 945 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 11%
Shared 16%
None 73%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $578,994,369 across 37 Utilities - Regulated Electric names. AEE ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,602,633 | $228,433,098 | |
| 2 | DUK |
Duke Energy CORP
|
320,034 | $40,509,903 | |
| 3 | SO |
Southern Co
|
271,260 | $25,962,294 | |
| 4 | ED |
Consolidated Edison Inc
|
229,747 | $25,416,910 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
202,908 | $23,693,567 | |
| 6 | AEP |
American Electric Power Co Inc
|
162,480 | $22,228,888 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
252,520 | $20,494,523 | |
| 8 | D |
Dominion Energy, Inc
|
410,701 | $17,948,380 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,571,647 | 128,907 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $13,583,693 | 123,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,808,958 | 48,157 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,306,404 | 41,257 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,951,085 | 41,140 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $4,202,944 | 41,862 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,656,968 | 41,025 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $3,635,362 | 41,566 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,135,382 | 44,092 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,376,126 | 45,648 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,195,836 | 44,178 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $3,663,526 | 48,958 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $4,050,341 | 49,594 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $4,358,979 | 50,457 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,671,594 | 41,291 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||