Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$674,057
+$21,243 QoQ
Shares Held
5,963
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#475
of 945 holders
Holding Since
Dec 2025
3 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, 2026Laird Norton Wetherby Trust Company, LLC holds $38,846,855 across 30 Utilities - Regulated Electric names. AEE ranks #19 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,188 | $8,442,419 | |
| 2 | SO |
Southern Co
|
26,143 | $2,502,146 | |
| 3 | DUK |
Duke Energy CORP
|
17,802 | $2,253,376 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,345 | $2,236,159 | |
| 5 | EXC |
Exelon Corp
|
40,490 | $1,887,643 | |
| 6 | KEP |
Korea Electric Power Corp
|
152,534 | $1,845,661 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
21,266 | $1,725,947 | |
| 8 | NGG |
National Grid PLC
|
20,344 | $1,685,907 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,057 | 5,963 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $652,814 | 5,939 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $573,795 | 5,746 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||