Position in AEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,304
+$312 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#843
of 945 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $30,643,664 across 25 Utilities - Regulated Electric names. AEE ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,793 | $15,253,811 | |
| 2 | DUK |
Duke Energy CORP
|
32,348 | $4,094,609 | |
| 3 | SO |
Southern Co
|
31,311 | $2,996,775 | |
| 4 | ED |
Consolidated Edison Inc
|
24,035 | $2,658,992 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
17,931 | $2,093,802 | |
| 6 | D |
Dominion Energy, Inc
|
11,706 | $799,402 | |
| 7 | EXC |
Exelon Corp
|
14,800 | $689,976 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,678 | $541,986 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,304 | 100 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,992 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,986 | 100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,438 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,604 | 100 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $10,040 | 100 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $8,914 | 100 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $8,746 | 100 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $7,111 | 100 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $7,396 | 100 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $7,234 | 100 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $7,483 | 100 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $80,118 | 981 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $84,748 | 981 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $87,230 | 981 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $8,055 | 100 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $9,036 | 100 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $56,256 | 600 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $53,406 | 600 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $48,600 | 600 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $48,024 | 600 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $48,816 | 600 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $46,836 | 600 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $47,448 | 600 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $42,216 | 600 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $43,698 | 600 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||