Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$256,487
+$3,012 QoQ
Shares Held
2,269
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#633
of 945 holders
Holding Since
Mar 2026
2 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, 2026PDS Planning, Inc holds $7,606,324 across 16 Utilities - Regulated Electric names. AEE ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,266 | $1,603,206 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,431 | $1,153,445 | |
| 3 | KEP |
Korea Electric Power Corp
|
68,239 | $825,691 | |
| 4 | SO |
Southern Co
|
6,492 | $621,349 | |
| 5 | DUK |
Duke Energy CORP
|
4,530 | $573,407 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,381 | $436,721 | |
| 7 | NGG |
National Grid PLC
|
4,248 | $352,031 | |
| 8 | DTE |
Dte Energy Co
|
2,057 | $313,425 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,487 | 2,269 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $253,475 | 2,306 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||