Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,115
-$728 QoQ
Shares Held
1,788
-23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#698
of 945 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. AEE ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,802 | $677,498 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,115 | 1,788 | Shares | Sole | 2026-08-13 | |
| 2023-03-31 | $202,843 | 2,348 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $208,784 | 2,348 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $212,165 | 2,348 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $220,617 | 2,353 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||