Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,325,494
+$862,435 QoQ
Shares Held
117,883
+4.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#147
of 951 holders
Holding Since
Mar 2020
26 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, 2026NEW YORK STATE COMMON RETIREMENT FUND holds $939,886,096 across 32 Utilities - Regulated Electric names. AEE ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,416,297 | $212,078,387 | |
| 2 | SO |
Southern Co
|
1,033,775 | $98,942,605 | |
| 3 | DUK |
Duke Energy CORP
|
716,976 | $90,754,822 | |
| 4 | AEP |
American Electric Power Co Inc
|
498,687 | $68,225,368 | |
| 5 | D |
Dominion Energy, Inc
|
802,155 | $54,779,164 | |
| 6 | ES |
Eversource Energy
|
637,760 | $46,090,915 | |
| 7 | PCG |
PG&E Corp
|
2,321,429 | $39,046,435 | |
| 8 | EXC |
Exelon Corp
|
770,079 | $35,901,082 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,325,494 | 117,883 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,463,059 | 113,383 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,322,426 | 113,383 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,702,876 | 112,118 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,633,356 | 110,718 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $10,865,087 | 108,218 | Shares | Sole | 2025-10-08 | |
| 2024-12-31 | $9,913,972 | 111,218 | Shares | Sole | 2025-10-08 | |
| 2024-09-30 | $10,514,266 | 120,218 | Shares | Sole | 2025-10-08 | |
| 2024-06-30 | $10,795,777 | 151,818 | Shares | Sole | 2025-10-08 | |
| 2024-03-31 | $11,060,052 | 149,541 | Shares | Sole | 2025-10-08 | |
| 2023-12-31 | $11,820,211 | 163,398 | Shares | Sole | 2025-10-08 | |
| 2023-09-30 | $14,283,026 | 190,873 | Shares | Sole | 2025-10-08 | |
| 2023-06-30 | $18,839,798 | 230,682 | Shares | Sole | 2025-10-08 | |
| 2023-03-31 | $20,205,670 | 233,889 | Shares | Sole | 2025-10-08 | |
| 2022-12-31 | $21,864,449 | 245,889 | Shares | Sole | 2025-10-08 | |
| 2022-09-30 | $19,505,907 | 242,159 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $21,499,625 | 237,933 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $22,882,690 | 244,056 | Shares | Sole | 2022-07-01 | |
| 2021-12-31 | $21,732,948 | 244,163 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $19,777,203 | 244,163 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $19,598,594 | 244,860 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $19,599,624 | 240,900 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $21,380,634 | 273,900 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $24,949,740 | 315,500 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $25,104,448 | 356,800 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,829,100 | 395,841 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||