Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,011,644
+$707,843 QoQ
Shares Held
62,028
+8.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. AEE ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,011,644 | 62,028 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,303,801 | 57,349 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,957,546 | 59,659 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,228,353 | 59,670 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,155,009 | 64,088 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,220,197 | 51,994 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,067,573 | 34,413 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,121,097 | 35,686 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,456,281 | 34,542 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,477,807 | 33,502 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,868,713 | 39,656 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,791,486 | 50,668 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,364,933 | 53,446 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,621,691 | 53,498 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,209,911 | 58,591 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,846,531 | 60,168 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,605,934 | 62,040 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,772,427 | 61,566 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,059,888 | 68,081 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,575,392 | 68,832 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,724,780 | 71,524 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,763,392 | 33,965 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,222,367 | 28,470 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,859,723 | 23,517 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,558,473 | 22,150 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,189,341 | 30,061 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||