Position in AEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$15,486
+$2,626 QoQ
Shares Held
137
+17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#826
of 945 holders
Holding Since
Dec 2025
3 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, 2026Signature Equity Partners, LLC holds $1,626,105 across 25 Utilities - Regulated Electric names. AEE ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,702 | $342,019 | |
| 2 | SO |
Southern Co
|
3,330 | $318,714 | |
| 3 | NEE |
Nextera Energy Inc
|
3,535 | $310,266 | |
| 4 | LNT |
Alliant Energy Corp
|
2,703 | $206,211 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,132 | $132,183 | |
| 6 | AEP |
American Electric Power Co Inc
|
609 | $83,317 | |
| 7 | ETR |
Entergy Corp /De/
|
506 | $58,119 | |
| 8 | NGG |
National Grid PLC
|
332 | $27,512 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,486 | 137 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $12,860 | 117 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,483 | 115 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||