Position in AEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,306,855
+$168,744 QoQ
Shares Held
11,561
+11.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#366
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, 2026GAMMA Investing LLC holds $45,973,504 across 39 Utilities - Regulated Electric names. AEE ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
60,648 | $5,323,074 | |
| 2 | AEP |
American Electric Power Co Inc
|
32,204 | $4,405,829 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
30,049 | $3,508,821 | |
| 4 | DUK |
Duke Energy CORP
|
25,658 | $3,247,789 | |
| 5 | SO |
Southern Co
|
30,705 | $2,938,775 | |
| 6 | D |
Dominion Energy, Inc
|
34,393 | $2,348,697 | |
| 7 | ETR |
Entergy Corp /De/
|
19,984 | $2,295,362 | |
| 8 | XEL |
Xcel Energy Inc
|
23,543 | $1,890,502 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306,855 | 11,561 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $1,138,111 | 10,354 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $968,242 | 9,696 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $1,025,220 | 9,822 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $792,137 | 8,248 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $801,794 | 7,986 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $594,920 | 6,674 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $510,329 | 5,835 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $314,803 | 4,427 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $234,675 | 3,173 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $157,122 | 2,172 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||