Position in AEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$13,451
+$371 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#833
of 945 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $1,073,643 across 25 Utilities - Regulated Electric names. AEE ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,478 | $305,264 | |
| 2 | CMS |
Cms Energy Corp
|
1,177 | $90,040 | |
| 3 | NGG |
National Grid PLC
|
1,081 | $89,582 | |
| 4 | D |
Dominion Energy, Inc
|
1,120 | $76,484 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
517 | $60,370 | |
| 6 | SO |
Southern Co
|
563 | $53,884 | |
| 7 | DUK |
Duke Energy CORP
|
414 | $52,404 | |
| 8 | XEL |
Xcel Energy Inc
|
630 | $50,589 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,451 | 119 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,080 | 119 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,883 | 119 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,421 | 119 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,428 | 119 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $11,947 | 119 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,607 | 119 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $10,407 | 119 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,462 | 119 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,984 | 135 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,425 | 75 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||