Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$326,233
+$10,104 QoQ
Shares Held
2,886
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#583
of 945 holders
Holding Since
Dec 2024
7 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, 2026PFG Investments, LLC holds $36,814,650 across 22 Utilities - Regulated Electric names. AEE ranks #18 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
65,590 | $7,256,221 | |
| 2 | NEE |
Nextera Energy Inc
|
48,611 | $4,266,587 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,325 | $4,011,953 | |
| 4 | DUK |
Duke Energy CORP
|
31,072 | $3,933,093 | |
| 5 | D |
Dominion Energy, Inc
|
37,499 | $2,560,806 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
30,462 | $2,472,295 | |
| 7 | SO |
Southern Co
|
23,961 | $2,293,307 | |
| 8 | ES |
Eversource Energy
|
18,470 | $1,334,826 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,233 | 2,886 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $316,129 | 2,876 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $293,488 | 2,939 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $305,729 | 2,929 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $280,340 | 2,919 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $292,063 | 2,909 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $251,909 | 2,826 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||