Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$220,654
+$4,442 QoQ
Shares Held
1,952
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#673
of 945 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. AEE ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
345,986 | $43,794,907 | |
| 2 | NEE |
Nextera Energy Inc
|
202,587 | $17,781,060 | |
| 3 | AEP |
American Electric Power Co Inc
|
116,856 | $15,987,069 | |
| 4 | SO |
Southern Co
|
118,573 | $11,348,621 | |
| 5 | ED |
Consolidated Edison Inc
|
72,152 | $7,982,175 | |
| 6 | ETR |
Entergy Corp /De/
|
60,462 | $6,944,665 | |
| 7 | D |
Dominion Energy, Inc
|
100,227 | $6,844,501 | |
| 8 | ES |
Eversource Energy
|
77,914 | $5,630,844 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,654 | 1,952 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $216,212 | 1,967 | Shares | Defined | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||