Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$134,263,032
+$7,709,500 QoQ
Shares Held
1,187,748
+3.2% QoQ
Ownership
0.429%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#37
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 16%
None 11%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. AEE ranks #17 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,263,032 | 1,187,748 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $126,553,532 | 1,151,324 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $111,677,629 | 1,118,342 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $114,030,242 | 1,092,453 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $102,779,989 | 1,070,179 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $105,894,891 | 1,054,730 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $92,369,005 | 1,036,224 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $87,891,699 | 1,004,936 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $69,623,372 | 979,094 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $65,669,968 | 887,912 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $65,007,470 | 898,638 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $66,314,867 | 886,207 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $71,778,617 | 878,886 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $72,567,856 | 840,003 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $74,117,485 | 833,530 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $67,158,158 | 833,745 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $74,179,685 | 820,935 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $75,243,243 | 802,509 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $71,281,878 | 800,830 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $64,859,292 | 800,732 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $64,151,019 | 801,487 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $65,069,124 | 799,768 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $63,950,811 | 819,252 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $63,700,047 | 805,514 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,643,291 | 790,837 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $57,090,927 | 783,893 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||