Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,277,588
-$11,927,145 QoQ
Shares Held
48,013
-75.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 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, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $91,238,189 across 8 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
640,908 | $52,016,093 | |
| 2 | POR |
Portland General Electric Co /Or/
|
395,457 | $20,496,536 | |
| 3 | DTE |
Dte Energy Co
|
72,454 | $11,039,815 | |
| 4 | ES |
Eversource Energy
|
38,256 | $2,764,761 | |
| 5 | GNE |
Genie Energy Ltd.
|
136,115 | $1,966,861 | |
| 6 | OGE |
Oge Energy Corp.
|
28,841 | $1,403,403 | |
| 7 | ED |
Consolidated Edison Inc
|
11,746 | $1,299,459 | |
| 8 | DUK |
Duke Energy CORP
|
1,985 | $251,261 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,277,588 | 48,013 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $17,204,733 | 193,008 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,714,445 | 168,242 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,962,328 | 111,972 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $243,294 | 2,979 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,754,819 | 55,039 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,349,502 | 262,590 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,891,182 | 284,186 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $33,288,985 | 368,404 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $34,979,699 | 373,077 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,683,446 | 18,913 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||