Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,938
+$880 QoQ
Shares Held
141
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#825
of 945 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPL Wealth Management, LLC holds $6,997,009 across 28 Utilities - Regulated Electric names. AEE ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
36,423 | $3,486,044 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
29,413 | $2,387,158 | |
| 3 | XEL |
Xcel Energy Inc
|
3,716 | $298,394 | |
| 4 | NEE |
Nextera Energy Inc
|
3,074 | $269,804 | |
| 5 | DUK |
Duke Energy CORP
|
1,009 | $127,718 | |
| 6 | ED |
Consolidated Edison Inc
|
552 | $61,067 | |
| 7 | D |
Dominion Energy, Inc
|
844 | $57,636 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
462 | $53,946 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,938 | 141 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,058 | 137 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $13,777 | 132 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||