Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,816
+$602 QoQ
Shares Held
193
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#812
of 945 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $2,977,463 across 17 Utilities - Regulated Electric names. AEE ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,068 | $768,087 | |
| 2 | NEE |
Nextera Energy Inc
|
5,775 | $506,871 | |
| 3 | ED |
Consolidated Edison Inc
|
3,843 | $425,151 | |
| 4 | D |
Dominion Energy, Inc
|
5,329 | $363,917 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,269 | $310,421 | |
| 6 | PCG |
PG&E Corp
|
10,537 | $177,232 | |
| 7 | SO |
Southern Co
|
994 | $95,135 | |
| 8 | EVRG |
Evergy, Inc.
|
956 | $82,627 |
All Filings in AEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,816 | 193 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $21,214 | 193 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,272 | 193 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $20,145 | 193 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,535 | 193 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $19,377 | 193 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $17,204 | 193 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,879 | 193 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,724 | 193 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $14,274 | 193 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,961 | 193 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $14,442 | 193 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $15,762 | 193 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $14,599 | 169 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||