Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,356
+$1,355 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#912
of 945 holders
Holding Since
Mar 2020
17 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, 2026VALLEY NATIONAL ADVISERS INC holds $3,214,783 across 22 Utilities - Regulated Electric names. AEE ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
52,507 | $1,908,629 | |
| 2 | NEE |
Nextera Energy Inc
|
3,016 | $264,714 | |
| 3 | DUK |
Duke Energy CORP
|
1,558 | $197,211 | |
| 4 | EXC |
Exelon Corp
|
4,096 | $190,955 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,765 | $143,247 | |
| 6 | AEP |
American Electric Power Co Inc
|
782 | $106,985 | |
| 7 | D |
Dominion Energy, Inc
|
1,384 | $94,513 | |
| 8 | SO |
Southern Co
|
929 | $88,914 |
All Filings in AEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,356 | 12 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1 | 12 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 12 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 12 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1 | 12 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,004 | 10 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $4 | 65 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4 | 60 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3 | 50 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1 | 20 | Shares | Sole | 2023-11-13 | |
| 2021-09-30 | $8,100 | 100 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,004 | 100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,136 | 100 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $7,806 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,908 | 100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,036 | 100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $7,283 | 100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||