Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,155,118
-$1,298,800 QoQ
Shares Held
1,885,661
-3.3% QoQ
Ownership
0.681%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#26
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,386,416,675 across 36 Utilities - Regulated Electric names. AEE ranks #17 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,155,118 | 1,885,661 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $214,453,918 | 1,951,000 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $197,801,987 | 1,980,793 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $221,338,519 | 2,120,507 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $217,090,543 | 2,260,418 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $217,497,623 | 2,166,311 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $180,257,570 | 2,022,185 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $181,115,314 | 2,070,836 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $151,832,862 | 2,135,183 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $165,745,616 | 2,241,017 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $163,069,405 | 2,254,208 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $178,735,270 | 2,388,551 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $202,885,430 | 2,484,210 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $215,401,801 | 2,493,365 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $225,683,850 | 2,538,055 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $217,994,800 | 2,706,329 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $270,389,739 | 2,992,361 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $290,984,816 | 3,103,507 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $276,543,210 | 3,106,878 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $253,923,012 | 3,134,852 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $250,279,075 | 3,126,925 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $250,279,875 | 3,076,203 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $239,114,639 | 3,063,216 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $250,824,835 | 3,171,786 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $220,954,392 | 3,140,341 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $227,988,487 | 3,130,420 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||