Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,884,602
+$170,840 QoQ
Shares Held
16,672
+6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#315
of 945 holders
Holding Since
Mar 2023
3 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, 2026Vinva Investment Management Ltd holds $198,054,155 across 14 Utilities - Regulated Electric names. AEE ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
418,297 | $46,276,197 | |
| 2 | DUK |
Duke Energy CORP
|
296,847 | $37,574,893 | |
| 3 | NEE |
Nextera Energy Inc
|
308,590 | $27,084,944 | |
| 4 | SO |
Southern Co
|
262,779 | $25,150,578 | |
| 5 | PCG |
PG&E Corp
|
1,320,766 | $22,215,284 | |
| 6 | DTE |
Dte Energy Co
|
99,278 | $15,126,988 | |
| 7 | PPL |
PPL Corp
|
146,547 | $5,326,983 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
65,619 | $5,325,638 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,884,602 | 16,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,713,762 | 15,591 | Shares | Sole | 2026-05-14 | |
| 2023-03-31 | $658,291 | 7,620 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||