Position in AEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,165
-$22 QoQ
Shares Held
28
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#890
of 945 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $1,053,730 across 27 Utilities - Regulated Electric names. AEE ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,977 | $613,039 | |
| 2 | NEE |
Nextera Energy Inc
|
4,140 | $363,367 | |
| 3 | XEL |
Xcel Energy Inc
|
192 | $15,417 | |
| 4 | EXC |
Exelon Corp
|
203 | $9,463 | |
| 5 | ETR |
Entergy Corp /De/
|
36 | $4,134 | |
| 6 | SO |
Southern Co
|
39 | $3,732 | |
| 7 | CNP |
Centerpoint Energy Inc
|
77 | $3,391 | |
| 8 | DUK |
Duke Energy CORP
|
26 | $3,291 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,165 | 28 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,187 | 29 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,296 | 23 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,400 | 23 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,208 | 23 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,208 | 22 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,604 | 18 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,486 | 17 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $924 | 13 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $813 | 11 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $868 | 12 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||