Position in AEE
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,077
+$281 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026Abound Wealth Management holds $766,826 across 23 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,920 | $662,313 | |
| 2 | DUK |
Duke Energy CORP
|
216 | $27,341 | |
| 3 | XEL |
Xcel Energy Inc
|
303 | $24,330 | |
| 4 | NEE |
Nextera Energy Inc
|
196 | $17,202 | |
| 5 | D |
Dominion Energy, Inc
|
163 | $11,131 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
400 | $5,412 | |
| 7 | PPL |
PPL Corp
|
126 | $4,580 | |
| 8 | EVRG |
Evergy, Inc.
|
42 | $3,630 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,077 | 28 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,796 | 28 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,713 | 26 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,497 | 26 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,610 | 26 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,317 | 26 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,886 | 33 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,848 | 26 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,922 | 26 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,880 | 26 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $2,319 | 31 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $2,123 | 26 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $2,246 | 26 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $2,311 | 26 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $2,094 | 26 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||