Position in AEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$286,895
+$7,919 QoQ
Shares Held
2,538
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#612
of 945 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $10,710,634 across 22 Utilities - Regulated Electric names. AEE ranks #15 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,791 | $1,737,056 | |
| 2 | SO |
Southern Co
|
10,577 | $1,012,324 | |
| 3 | DUK |
Duke Energy CORP
|
7,300 | $924,034 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,168 | $707,034 | |
| 5 | D |
Dominion Energy, Inc
|
8,210 | $560,660 | |
| 6 | FTS |
Fortis Inc.
|
8,970 | $513,353 | |
| 7 | ETR |
Entergy Corp /De/
|
4,339 | $498,377 | |
| 8 | XEL |
Xcel Energy Inc
|
5,885 | $472,565 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,895 | 2,538 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $278,976 | 2,538 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $266,426 | 2,668 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $278,485 | 2,668 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $256,234 | 2,668 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $272,786 | 2,717 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $242,193 | 2,717 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $237,628 | 2,717 | Shares | Defined | 2024-10-28 | |
| 2024-03-31 | $205,756 | 2,782 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $201,249 | 2,782 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $202,564 | 2,707 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $249,828 | 3,059 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $264,267 | 3,059 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $277,252 | 3,118 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $251,154 | 3,118 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $292,585 | 3,238 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $423,513 | 4,517 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $513,765 | 5,772 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $633,582 | 7,822 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $629,514 | 7,865 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $736,633 | 9,054 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $672,252 | 8,612 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $622,359 | 7,870 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $553,733 | 7,870 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $503,983 | 6,920 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||