Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,583,059
+$940,268 QoQ
Shares Held
67,083
+11.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#182
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 2%
None 3%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $1,348,286,914 across 39 Utilities - Regulated Electric names. AEE ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,078,549 | $533,514,241 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
2,539,022 | $296,481,595 | |
| 3 | DUK |
Duke Energy CORP
|
554,986 | $70,250,124 | |
| 4 | D |
Dominion Energy, Inc
|
968,991 | $66,172,391 | |
| 5 | AEP |
American Electric Power Co Inc
|
458,820 | $62,771,162 | |
| 6 | SO |
Southern Co
|
556,795 | $53,221,202 | |
| 7 | XEL |
Xcel Energy Inc
|
407,218 | $32,694,492 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
389,412 | $31,604,673 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,583,059 | 67,083 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $6,642,791 | 60,433 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $6,088,161 | 60,967 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $6,190,879 | 59,311 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,599,705 | 58,306 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,545,793 | 55,237 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $4,747,593 | 53,260 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $5,048,277 | 57,721 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,598,802 | 50,609 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,743,038 | 50,609 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,266,699 | 31,334 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $2,767,883 | 36,989 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,898,875 | 35,495 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,780,460 | 32,185 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,801,068 | 31,501 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,265,307 | 28,123 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,565,226 | 28,389 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,642,155 | 28,180 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,434,243 | 27,348 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,334,420 | 28,820 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,235,435 | 27,929 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,202,982 | 27,077 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $2,072,178 | 26,546 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,960,943 | 24,797 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,645,787 | 23,391 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $1,746,168 | 23,976 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||