Position in AEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$55,550,454
+$19,734,892 QoQ
Shares Held
491,423
+50.8% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#67
of 945 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, 2026CITIGROUP INC holds $3,145,471,539 across 40 Utilities - Regulated Electric names. AEE ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,363,855 | $597,019,001 | |
| 2 | NEE |
Nextera Energy Inc
|
4,266,050 | $374,431,207 | |
| 3 | SO |
Southern Co
|
2,522,821 | $238,790,639 | |
| 4 | DUK |
Duke Energy CORP
|
1,841,739 | $233,127,322 | |
| 5 | ETR |
Entergy Corp /De/
|
1,670,027 | $191,819,300 | |
| 6 | EXC |
Exelon Corp
|
4,064,343 | $189,479,668 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,563,755 | $182,599,670 | |
| 8 | XEL |
Xcel Energy Inc
|
1,446,471 | $116,151,620 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,550,454 | 491,423 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $35,815,562 | 325,833 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $38,353,028 | 384,068 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,147,263 | 307,983 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $28,501,116 | 296,763 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $34,528,562 | 343,910 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $28,399,734 | 318,597 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $19,627,159 | 224,413 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,656,519 | 234,236 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $6,448,496 | 87,189 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,422,456 | 144,076 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,127,818 | 148,708 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $13,442,635 | 164,597 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $20,981,106 | 242,865 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $19,637,268 | 220,842 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $18,144,610 | 225,259 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $20,011,755 | 221,467 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,036,417 | 213,699 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $23,096,223 | 259,479 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $40,938,696 | 505,416 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $28,777,499 | 359,539 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $14,608,917 | 179,559 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,461,393 | 185,260 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $14,019,063 | 177,277 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,163,051 | 130,231 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $8,335,245 | 114,448 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||