Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,912
+$3,245 QoQ
Shares Held
300
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#785
of 945 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $858,318 across 26 Utilities - Regulated Electric names. AEE ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,627 | $142,800 | |
| 2 | ETR |
Entergy Corp /De/
|
1,038 | $119,223 | |
| 3 | DUK |
Duke Energy CORP
|
784 | $99,237 | |
| 4 | SO |
Southern Co
|
1,002 | $95,900 | |
| 5 | AEP |
American Electric Power Co Inc
|
603 | $82,495 | |
| 6 | DTE |
Dte Energy Co
|
370 | $56,375 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
521 | $42,284 | |
| 8 | FE |
Firstenergy Corp
|
783 | $37,223 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,912 | 300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,667 | 279 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $27,610 | 275 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $24,513 | 275 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||