Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$371,223
+$67,734 QoQ
Shares Held
3,284
+18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#566
of 945 holders
Holding Since
Mar 2025
6 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, 2026Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. AEE ranks #20 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,527 | $6,453,464 | |
| 2 | DUK |
Duke Energy CORP
|
22,987 | $2,909,693 | |
| 3 | SO |
Southern Co
|
23,995 | $2,296,561 | |
| 4 | ETR |
Entergy Corp /De/
|
16,691 | $1,917,128 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,245 | $1,538,427 | |
| 6 | NGG |
National Grid PLC
|
15,019 | $1,244,623 | |
| 7 | D |
Dominion Energy, Inc
|
14,575 | $995,326 | |
| 8 | LNT |
Alliant Energy Corp
|
11,769 | $897,856 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,223 | 3,284 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $303,489 | 2,761 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $247,252 | 2,476 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $240,282 | 2,302 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $231,360 | 2,409 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $230,317 | 2,294 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||