Position in AEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,295
+$1,547 QoQ
Shares Held
38
+52.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#878
of 945 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $1,703,755 across 29 Utilities - Regulated Electric names. AEE ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
10,071 | $687,748 | |
| 2 | DUK |
Duke Energy CORP
|
1,775 | $224,679 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,035 | $141,598 | |
| 4 | ES |
Eversource Energy
|
1,861 | $134,494 | |
| 5 | PPL |
PPL Corp
|
3,285 | $119,409 | |
| 6 | SO |
Southern Co
|
1,182 | $113,129 | |
| 7 | EVRG |
Evergy, Inc.
|
860 | $74,329 | |
| 8 | NEE |
Nextera Energy Inc
|
696 | $61,087 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,295 | 38 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,748 | 25 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,097 | 21 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,878 | 18 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,728 | 18 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,313 | 33 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||