Position in AEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,652
+$156 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#870
of 945 holders
Holding Since
Dec 2025
3 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, 2026Reyes Financial Architecture, Inc. holds $530,436 across 10 Utilities - Regulated Electric names. AEE ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,137 | $270,501 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
798 | $64,765 | |
| 3 | AEP |
American Electric Power Co Inc
|
463 | $63,343 | |
| 4 | EXC |
Exelon Corp
|
1,250 | $58,275 | |
| 5 | SO |
Southern Co
|
295 | $28,234 | |
| 6 | ETR |
Entergy Corp /De/
|
116 | $13,323 | |
| 7 | NEE |
Nextera Energy Inc
|
127 | $11,146 | |
| 8 | DTE |
Dte Energy Co
|
53 | $8,075 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,652 | 50 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,496 | 50 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,993 | 50 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||