Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,836,158
-$129,524 QoQ
Shares Held
69,322
-4.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#181
of 951 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIFTH THIRD BANCORP holds $606,687,175 across 32 Utilities - Regulated Electric names. AEE ranks #17 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,322,623 | $203,856,620 | |
| 2 | DUK |
Duke Energy CORP
|
731,800 | $92,631,244 | |
| 3 | AEP |
American Electric Power Co Inc
|
407,988 | $55,816,838 | |
| 4 | SO |
Southern Co
|
333,428 | $31,912,393 | |
| 5 | FE |
Firstenergy Corp
|
441,521 | $20,989,908 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
170,945 | $19,961,247 | |
| 7 | D |
Dominion Energy, Inc
|
234,785 | $16,033,467 | |
| 8 | EXC |
Exelon Corp
|
295,512 | $13,776,769 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,836,158 | 69,322 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $7,965,682 | 72,468 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $580,286 | 5,811 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $549,978 | 5,269 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $426,513 | 4,441 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $457,824 | 4,560 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $367,435 | 4,122 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $361,297 | 4,131 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $295,462 | 4,155 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $272,912 | 3,690 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $481,639 | 6,658 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $599,014 | 8,005 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $628,042 | 7,690 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $615,701 | 7,127 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $511,023 | 5,747 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $220,868 | 2,742 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $220,839 | 2,444 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $178,519 | 1,904 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $123,901 | 1,392 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $90,153 | 1,113 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $97,888 | 1,223 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $87,462 | 1,075 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $359,622 | 4,607 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $365,428 | 4,621 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $355,669 | 5,055 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $166,343 | 2,284 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||