Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,765
+$160 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 945 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $1,501,516 across 10 Utilities - Regulated Electric names. AEE ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
7,718 | $359,813 | |
| 2 | DUK |
Duke Energy CORP
|
2,741 | $346,955 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,072 | $283,470 | |
| 4 | SO |
Southern Co
|
2,186 | $209,222 | |
| 5 | ED |
Consolidated Edison Inc
|
1,554 | $171,919 | |
| 6 | ETR |
Entergy Corp /De/
|
452 | $51,916 | |
| 7 | D |
Dominion Energy, Inc
|
522 | $35,647 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
310 | $25,159 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,765 | 51 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,605 | 51 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,092 | 51 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,219 | 50 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,802 | 50 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,020 | 50 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,457 | 50 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||