Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$556,156
+$111,970 QoQ
Shares Held
4,920
+21.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#511
of 945 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Excelsior Advisor Network LLC holds $17,121,361 across 21 Utilities - Regulated Electric names. AEE ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
27,316 | $2,614,413 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
21,903 | $2,557,613 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,909 | $1,766,079 | |
| 4 | NEE |
Nextera Energy Inc
|
18,523 | $1,625,763 | |
| 5 | ETR |
Entergy Corp /De/
|
13,360 | $1,534,529 | |
| 6 | XEL |
Xcel Energy Inc
|
7,902 | $634,530 | |
| 7 | PPL |
PPL Corp
|
16,115 | $585,780 | |
| 8 | EXC |
Exelon Corp
|
12,226 | $569,976 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,156 | 4,920 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $444,186 | 4,041 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||