Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,407,634
+$25,670 QoQ
Shares Held
21,299
-1.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026M&T Bank Corp holds $358,468,393 across 29 Utilities - Regulated Electric names. AEE ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
672,853 | $92,053,009 | |
| 2 | NEE |
Nextera Energy Inc
|
986,064 | $86,546,830 | |
| 3 | DUK |
Duke Energy CORP
|
362,712 | $45,912,077 | |
| 4 | CMS |
Cms Energy Corp
|
395,506 | $30,256,204 | |
| 5 | SO |
Southern Co
|
164,406 | $15,735,292 | |
| 6 | EVRG |
Evergy, Inc.
|
168,337 | $14,549,363 | |
| 7 | D |
Dominion Energy, Inc
|
167,694 | $11,451,818 | |
| 8 | NGG |
National Grid PLC
|
112,638 | $9,334,306 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,407,634 | 21,299 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,381,964 | 21,670 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,270,312 | 22,735 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $2,043,756 | 19,580 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,146,394 | 22,349 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,248,555 | 22,396 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,198,990 | 24,669 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $1,982,801 | 22,671 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $1,602,887 | 22,541 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $1,772,670 | 23,968 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $1,222,687 | 16,902 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,299,419 | 17,365 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,413,458 | 17,307 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,437,698 | 16,642 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,201,219 | 13,509 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,166,522 | 14,482 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $1,446,390 | 16,007 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,350,141 | 14,400 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,180,002 | 13,257 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,078,515 | 13,315 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $1,082,859 | 13,529 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,150,997 | 14,147 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $1,489,303 | 19,079 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,472,150 | 18,616 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,247,410 | 17,729 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $1,318,876 | 18,109 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||