Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$401,518
+$149,504 QoQ
Shares Held
3,552
+27.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 945 holders
Holding Since
Dec 2021
4 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, 2026Fisher Asset Management, LLC holds $29,346,301 across 17 Utilities - Regulated Electric names. AEE ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
117,458 | $11,241,905 | |
| 2 | NEE |
Nextera Energy Inc
|
38,176 | $3,350,707 | |
| 3 | PPL |
PPL Corp
|
77,973 | $2,834,318 | |
| 4 | OGE |
Oge Energy Corp.
|
57,643 | $2,804,908 | |
| 5 | NGG |
National Grid PLC
|
22,537 | $1,867,641 | |
| 6 | ETR |
Entergy Corp /De/
|
13,838 | $1,589,432 | |
| 7 | D |
Dominion Energy, Inc
|
14,381 | $982,078 | |
| 8 | DUK |
Duke Energy CORP
|
7,422 | $939,476 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,518 | 3,552 | Shares | Defined | 2026-08-04 | |
| 2022-06-30 | $252,014 | 2,789 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $262,434 | 2,799 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $276,821 | 3,110 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||