Position in AEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,347,057
+$3,413,807 QoQ
Shares Held
221,498
+5.7% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 11.436220643075783.ToString("F0")%
Shared 0.ToString("F0")%
None 88.56377935692421.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $4,662,743,661 across 34 Utilities - Regulated Electric names. AEE ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,090,611 | $1,215,855,947 | |
| 2 | DUK |
Duke Energy CORP
|
4,786,720 | $626,773,115 | |
| 3 | ETR |
Entergy Corp /De/
|
4,185,972 | $470,335,813 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,414,441 | $316,484,924 | |
| 5 | SO |
Southern Co
|
3,152,402 | $304,269,840 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,479,662 | $287,070,468 | |
| 7 | CNP |
Centerpoint Energy Inc
|
3,873,842 | $167,195,018 | |
| 8 | XEL |
Xcel Energy Inc
|
1,831,826 | $145,520,255 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,347,057 | 221,498 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,933,250 | 209,626 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $22,170,414 | 212,401 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,028,181 | 208,540 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,877,126 | 237,820 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,366,464 | 217,259 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||