Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$339,123,752
-$12,100,742 QoQ
Shares Held
3,085,187
-12.3% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.42076250159229.ToString("F0")%
Shared 0.3141462737915076.ToString("F0")%
None 12.265091224616206.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Derivatives in AEE
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$29,958,000
PutShares
300,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $11,166,156,144 across 42 Utilities - Regulated Electric names. AEE ranks #12 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,780,372 | $2,115,840,949 | |
| 2 | DUK |
Duke Energy CORP
|
5,361,692 | $702,059,948 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,151,392 | $675,244,462 | |
| 4 | SO |
Southern Co
|
5,841,923 | $563,862,405 | |
| 5 | XEL |
Xcel Energy Inc
|
7,011,639 | $557,004,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,665,268 | $524,189,510 | |
| 7 | D |
Dominion Energy, Inc
|
7,866,897 | $486,331,570 | |
| 8 | EIX |
Edison International
|
6,547,319 | $479,132,802 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $339,123,752 | 3,085,187 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $351,224,494 | 3,517,169 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $29,958,000 | 300,000 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $332,162,626 | 3,182,244 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $529,107,407 | 5,509,240 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $283,636,422 | 2,825,064 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $238,294,037 | 2,673,256 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $222,831,459 | 2,547,810 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $184,762,479 | 2,598,263 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $162,065,440 | 2,191,258 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $157,197,059 | 2,173,031 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $166,632,415 | 2,226,813 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $193,619,557 | 2,370,755 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $219,942,026 | 2,545,920 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $201,577,459 | 2,266,953 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $159,992,032 | 1,986,245 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $180,505,844 | 1,997,630 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $192,041,668 | 2,048,226 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $169,080,101 | 1,899,563 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $140,610,573 | 1,735,933 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $133,099,555 | 1,662,913 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $145,938,603 | 1,793,739 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $457,688,025 | 5,863,285 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $127,445,642 | 1,611,604 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $671,270,070 | 9,540,507 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $767,390,917 | 10,536,742 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||