Position in AEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$250,157
+$6,905 QoQ
Shares Held
2,213
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#636
of 945 holders
Holding Since
Dec 2022
10 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, 2026ROMANO BROTHERS AND COMPANY holds $31,691,592 across 13 Utilities - Regulated Electric names. AEE ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
80,941 | $10,245,511 | |
| 2 | AEP |
American Electric Power Co Inc
|
45,905 | $6,280,263 | |
| 3 | NEE |
Nextera Energy Inc
|
36,691 | $3,220,369 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
29,225 | $3,127,075 | |
| 5 | ETR |
Entergy Corp /De/
|
26,904 | $3,090,193 | |
| 6 | SO |
Southern Co
|
16,836 | $1,611,373 | |
| 7 | NGG |
National Grid PLC
|
11,959 | $991,042 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
7,499 | $875,658 |
All Filings in AEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,157 | 2,213 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $243,252 | 2,213 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $220,990 | 2,213 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $230,992 | 2,213 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $212,536 | 2,213 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $222,185 | 2,213 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $207,785 | 2,331 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $203,869 | 2,331 | Shares | Sole | 2024-10-22 | |
| 2023-03-31 | $201,375 | 2,331 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $207,272 | 2,331 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||