Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$145,030
+$4,003 QoQ
Shares Held
1,283
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#717
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, 2026Smartleaf Asset Management LLC holds $21,284,917 across 38 Utilities - Regulated Electric names. AEE ranks #23 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
38,791 | $3,712,686 | |
| 2 | DUK |
Duke Energy CORP
|
25,543 | $3,233,232 | |
| 3 | NEE |
Nextera Energy Inc
|
36,104 | $3,168,848 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,577 | $1,173,419 | |
| 5 | CMS |
Cms Energy Corp
|
12,414 | $949,671 | |
| 6 | NGG |
National Grid PLC
|
11,345 | $940,160 | |
| 7 | XEL |
Xcel Energy Inc
|
11,236 | $902,250 | |
| 8 | D |
Dominion Energy, Inc
|
11,635 | $794,554 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,030 | 1,283 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $141,027 | 1,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $112,542 | 1,127 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $103,440 | 991 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $38,800 | 404 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $69,276 | 690 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $47,957 | 538 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $31,485 | 360 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,670 | 136 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $19,451 | 263 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $1,591 | 22 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||