Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,611,052
+$982,314 QoQ
Shares Held
200,027
+1.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#108
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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $693,629,188 across 32 Utilities - Regulated Electric names. AEE ranks #12 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,112,404 | $97,635,699 | |
| 2 | SO |
Southern Co
|
598,052 | $57,239,556 | |
| 3 | DUK |
Duke Energy CORP
|
414,091 | $52,415,638 | |
| 4 | AEP |
American Electric Power Co Inc
|
289,246 | $39,571,745 | |
| 5 | D |
Dominion Energy, Inc
|
473,468 | $32,333,129 | |
| 6 | ETR |
Entergy Corp /De/
|
255,447 | $29,340,642 | |
| 7 | XEL |
Xcel Energy Inc
|
335,481 | $26,939,124 | |
| 8 | EXC |
Exelon Corp
|
544,604 | $25,389,438 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,611,052 | 200,027 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,628,738 | 196,768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,610,716 | 146,312 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,604,496 | 149,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,374,787 | 149,675 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,697,038 | 156,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,603,298 | 152,606 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,410,521 | 164,767 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,210,633 | 157,652 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,965,322 | 161,781 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,025,512 | 166,236 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,313,500 | 164,553 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,182,273 | 161,409 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,722,309 | 147,266 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,615,975 | 130,634 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,538,171 | 155,657 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,139,665 | 189,682 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,683,461 | 199,269 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,752,154 | 199,440 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,502,859 | 203,739 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,417,044 | 180,123 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,595,577 | 179,395 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,160,242 | 219,834 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $17,964,919 | 227,174 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,894,270 | 197,474 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $13,600,565 | 186,744 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||