Position in AEE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,533,356
+$829,492 QoQ
Shares Held
40,104
+19.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 945 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. AEE ranks #21 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in AEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,533,356 | 40,104 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,703,864 | 33,696 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,734,965 | 27,388 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,547,811 | 24,409 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,174,825 | 22,645 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,262,714 | 22,537 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,047,902 | 22,974 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $14,189,925 | 196,156 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,265,310 | 57,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,656,333 | 57,014 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,781,772 | 55,351 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,918,076 | 55,309 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,090,731 | 50,785 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,624,805 | 51,182 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,756,163 | 50,727 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,434,656 | 49,822 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,031,370 | 49,770 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,850,644 | 48,109 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,915,531 | 48,126 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,527,375 | 45,188 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,568,089 | 45,120 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,093,236 | 43,963 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,175,752 | 43,605 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||