Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$772,402
-$125,424 QoQ
Shares Held
6,833
-16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#454
of 945 holders
Holding Since
Dec 2020
22 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. AEE ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in AEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,402 | 6,833 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $897,826 | 8,168 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $622,726 | 6,236 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $600,498 | 5,753 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $526,011 | 5,477 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $529,710 | 5,276 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $470,124 | 5,274 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $466,774 | 5,337 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $376,811 | 5,299 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $395,242 | 5,344 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $129,705 | 1,793 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $548,803 | 7,334 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $435,627 | 5,334 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $290,615 | 3,364 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $200,514 | 2,255 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $184,334 | 2,040 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $187,520 | 2,000 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $178,020 | 2,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $162,000 | 2,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $161,440 | 2,017 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $162,720 | 2,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $156,120 | 2,000 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||