Position in AEE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$209,177
-$64,320 QoQ
Shares Held
1,903
-34.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 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, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,177 | 1,903 | Shares | Sole | 2026-05-11 | |
| 2022-03-31 | $273,497 | 2,917 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $259,642 | 2,917 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $278,859 | 3,484 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $283,458 | 3,484 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $626,899 | 8,031 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||