Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$217,036
-$313,767 QoQ
Shares Held
1,920
-60.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#680
of 945 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $13,690,859 across 20 Utilities - Regulated Electric names. AEE ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
36,864 | $2,744,524 | |
| 2 | PCG |
PG&E Corp
|
140,496 | $2,363,142 | |
| 3 | ES |
Eversource Energy
|
19,074 | $1,378,477 | |
| 4 | DTE |
Dte Energy Co
|
6,051 | $921,990 | |
| 5 | SO |
Southern Co
|
9,463 | $905,703 | |
| 6 | NEE |
Nextera Energy Inc
|
8,497 | $745,781 | |
| 7 | DUK |
Duke Energy CORP
|
4,148 | $525,053 | |
| 8 | EVRG |
Evergy, Inc.
|
5,628 | $486,428 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,036 | 1,920 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $530,803 | 4,829 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $424,305 | 4,249 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||