Position in AEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$45,555
+$159 QoQ
Shares Held
403
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#775
of 945 holders
Holding Since
Dec 2023
11 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, 2026Fortitude Family Office, LLC holds $1,279,068 across 30 Utilities - Regulated Electric names. AEE ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,348 | $170,629 | |
| 2 | SO |
Southern Co
|
1,739 | $166,439 | |
| 3 | NEE |
Nextera Energy Inc
|
1,853 | $162,637 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
1,377 | $147,339 | |
| 5 | OGE |
Oge Energy Corp.
|
1,611 | $78,391 | |
| 6 | ED |
Consolidated Edison Inc
|
646 | $71,466 | |
| 7 | EIX |
Edison International
|
778 | $57,922 | |
| 8 | AEP |
American Electric Power Co Inc
|
346 | $47,336 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,555 | 403 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $45,396 | 413 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $33,852 | 339 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $35,802 | 343 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $32,941 | 343 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,919 | 49 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,367 | 49 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,285 | 49 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,484 | 49 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,292 | 31 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $9,114 | 126 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||