Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,101,687
+$456,494 QoQ
Shares Held
9,746
+23.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#391
of 945 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTPAC BANKING CORP holds $36,251,753 across 17 Utilities - Regulated Electric names. AEE ranks #15 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
52,202 | $5,775,107 | |
| 2 | ES |
Eversource Energy
|
78,583 | $5,679,192 | |
| 3 | NEE |
Nextera Energy Inc
|
56,126 | $4,926,177 | |
| 4 | DUK |
Duke Energy CORP
|
18,672 | $2,363,501 | |
| 5 | PCG |
PG&E Corp
|
103,022 | $1,732,829 | |
| 6 | EXC |
Exelon Corp
|
36,870 | $1,718,879 | |
| 7 | CMS |
Cms Energy Corp
|
22,343 | $1,709,239 | |
| 8 | EIX |
Edison International
|
22,745 | $1,693,365 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,687 | 9,746 | Shares | Defined | 2026-08-12 | |
| 2023-06-30 | $645,193 | 7,900 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,535,424 | 40,924 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $3,860,372 | 43,414 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,434,917 | 17,814 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $1,609,673 | 17,814 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,670,240 | 17,814 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,585,624 | 17,814 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,442,934 | 17,814 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,425,832 | 17,814 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,110,885 | 25,945 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,025,265 | 25,945 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,408,731 | 17,814 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,253,393 | 17,814 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,297,393 | 17,814 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||