Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,911,104
+$458,419 QoQ
Shares Held
69,985
+3.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#178
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. AEE ranks #14 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,911,104 | 69,985 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,452,685 | 67,801 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,391,041 | 53,986 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,143,205 | 78,015 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,817,304 | 102,221 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,905,130 | 118,577 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,712,756 | 120,179 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,253,897 | 117,241 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,184,792 | 86,975 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,391,919 | 86,424 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,321,792 | 87,390 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,878,195 | 78,554 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,068,816 | 74,309 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,917,801 | 68,501 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,134,762 | 80,238 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,418,787 | 79,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,678,507 | 73,910 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,697,370 | 71,431 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,795,975 | 65,116 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,048,730 | 62,330 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,093,505 | 63,637 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,102,085 | 62,710 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,811,930 | 61,644 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,929,530 | 62,336 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,417,904 | 62,790 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,057,970 | 69,449 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||