Position in AEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,138
+$224 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#857
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, 2026Private Wealth Management Group, LLC holds $584,387 across 27 Utilities - Regulated Electric names. AEE ranks #15 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
1,504 | $122,064 | |
| 2 | D |
Dominion Energy, Inc
|
1,252 | $85,499 | |
| 3 | EXC |
Exelon Corp
|
1,157 | $53,939 | |
| 4 | DUK |
Duke Energy CORP
|
423 | $53,543 | |
| 5 | NEE |
Nextera Energy Inc
|
442 | $38,794 | |
| 6 | SO |
Southern Co
|
285 | $27,277 | |
| 7 | EVRG |
Evergy, Inc.
|
260 | $22,471 | |
| 8 | OGE |
Oge Energy Corp.
|
446 | $21,702 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,138 | 72 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,914 | 72 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,189 | 72 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,515 | 72 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,914 | 72 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,228 | 72 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,418 | 72 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,297 | 72 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,119 | 72 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,103 | 69 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,412 | 61 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||