Position in AEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$565
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#930
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $191,514 across 14 Utilities - Regulated Electric names. AEE ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,316 | $180,041 | |
| 2 | NEE |
Nextera Energy Inc
|
28 | $2,457 | |
| 3 | SO |
Southern Co
|
14 | $1,339 | |
| 4 | DUK |
Duke Energy CORP
|
10 | $1,265 | |
| 5 | ETR |
Entergy Corp /De/
|
8 | $918 | |
| 6 | D |
Dominion Energy, Inc
|
13 | $887 | |
| 7 | EXC |
Exelon Corp
|
18 | $839 | |
| 8 | XEL |
Xcel Energy Inc
|
10 | $803 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565 | 5 | Shares | Other | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||