Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,665,564
+$1,311,523 QoQ
Shares Held
50,120
+26.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#201
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, 2026MML INVESTORS SERVICES, LLC holds $364,385,336 across 30 Utilities - Regulated Electric names. AEE ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
756,057 | $66,359,122 | |
| 2 | DUK |
Duke Energy CORP
|
468,221 | $59,267,414 | |
| 3 | SO |
Southern Co
|
429,658 | $41,122,567 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
328,738 | $38,386,736 | |
| 5 | ETR |
Entergy Corp /De/
|
219,157 | $25,172,373 | |
| 6 | AEP |
American Electric Power Co Inc
|
182,155 | $24,920,625 | |
| 7 | ED |
Consolidated Edison Inc
|
214,839 | $23,767,638 | |
| 8 | NGG |
National Grid PLC
|
130,538 | $10,817,684 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,665,564 | 50,120 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,354,041 | 39,611 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,530,150 | 35,351 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,185,925 | 20,942 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,952,685 | 20,332 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,789,630 | 17,825 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,471,968 | 16,513 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,359,478 | 15,544 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $947,114 | 13,319 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $803,723 | 10,867 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $802,467 | 11,093 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $693,299 | 9,265 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $703,913 | 8,619 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $763,378 | 8,585 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $677,344 | 8,409 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $662,429 | 7,331 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $539,682 | 5,756 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $464,187 | 5,215 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $335,178 | 4,138 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $302,951 | 3,785 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $323,406 | 3,975 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $292,568 | 3,748 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $277,966 | 3,515 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $272,785 | 3,877 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $225,845 | 3,101 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||