Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,769,421
+$2,103,472 QoQ
Shares Held
201,428
+7.1% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#107
of 943 holders
Holding Since
Jun 2020
19 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, 2026Northwest & Ethical Investments L.P. holds $153,781,037 across 13 Utilities - Regulated Electric names. AEE ranks #4 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
476,249 | $41,800,374 | |
| 2 | AEP |
American Electric Power Co Inc
|
220,649 | $30,186,989 | |
| 3 | FTS |
Fortis Inc.
|
406,892 | $23,286,429 | |
| 4 | AEE |
Ameren Corp
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|
201,428 | $22,769,421 | |
| 5 | EMA |
Emera Inc
|
350,465 | $18,581,654 | |
| 6 | EXC |
Exelon Corp
|
100,677 | $4,693,561 | |
| 7 | D |
Dominion Energy, Inc
|
56,557 | $3,862,277 | |
| 8 | ED |
Consolidated Edison Inc
|
27,814 | $3,077,062 |
All Filings in AEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,769,421 | 201,428 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,665,949 | 188,009 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,780,470 | 188,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,596,574 | 197,323 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,825,759 | 164,783 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,098,357 | 210,143 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,596,572 | 96,439 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $5,882,110 | 81,312 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $808,388 | 10,803 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $4,710,241 | 58,476 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $8,129,598 | 89,969 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $11,871,984 | 126,621 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $2,181,635 | 24,510 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $1,444,230 | 17,830 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $1,263,831 | 15,790 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $1,823,277 | 22,410 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $1,535,440 | 19,670 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $1,098,421 | 13,890 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $726,818 | 10,330 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||