Position in AEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$95,665,525
-$22,231,698 QoQ
Shares Held
846,298
-21.1% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#45
of 945 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 43%
Shared 57%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026REAVES W H & CO INC holds $2,272,864,370 across 19 Utilities - Regulated Electric names. AEE ranks #11 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,978,267 | $342,083,747 | |
| 2 | CNP |
Centerpoint Energy Inc
|
6,627,665 | $291,882,365 | |
| 3 | XEL |
Xcel Energy Inc
|
3,358,472 | $269,685,301 | |
| 4 | IDA |
Idacorp Inc
|
1,770,065 | $267,810,833 | |
| 5 | LNT |
Alliant Energy Corp
|
2,784,686 | $212,443,694 | |
| 6 | CMS |
Cms Energy Corp
|
1,909,154 | $146,050,281 | |
| 7 | AEP |
American Electric Power Co Inc
|
994,697 | $136,084,496 | |
| 8 | NEE |
Nextera Energy Inc
|
1,439,436 | $126,339,297 |
All Filings in AEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,665,525 | 846,298 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $117,897,223 | 1,072,573 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $108,314,546 | 1,084,664 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $100,623,572 | 964,012 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $43,584,872 | 453,820 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $24,313,880 | 278,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $21,901,880 | 308,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $26,679,368 | 360,727 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $46,549,994 | 643,489 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $72,738,875 | 972,055 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $103,433,257 | 1,266,478 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $109,838,491 | 1,271,426 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $112,492,869 | 1,265,102 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $102,691,583 | 1,274,880 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $111,247,707 | 1,231,161 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $115,020,923 | 1,226,759 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $115,184,725 | 1,294,065 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $102,484,035 | 1,265,235 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $97,804,877 | 1,221,950 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $74,009,774 | 909,658 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $62,248,400 | 797,443 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||