Position in AEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,738
+$296 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#849
of 945 holders
Holding Since
Sep 2025
4 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, 2026CGC Financial Services, LLC holds $386,097 across 15 Utilities - Regulated Electric names. AEE ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
546 | $60,403 | |
| 2 | DUK |
Duke Energy CORP
|
438 | $55,442 | |
| 3 | POR |
Portland General Electric Co /Or/
|
1,000 | $51,830 | |
| 4 | D |
Dominion Energy, Inc
|
681 | $46,505 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
520 | $42,203 | |
| 6 | NEE |
Nextera Energy Inc
|
441 | $38,706 | |
| 7 | SO |
Southern Co
|
293 | $28,043 | |
| 8 | DTE |
Dte Energy Co
|
101 | $15,389 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,738 | 95 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,442 | 95 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,486 | 95 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,916 | 95 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||