Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,986,968
+$148,284 QoQ
Shares Held
26,424
+2.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#270
of 945 holders
Holding Since
Dec 2024
6 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, 2026ALLSTATE CORP holds $109,345,285 across 27 Utilities - Regulated Electric names. AEE ranks #14 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
195,619 | $17,169,479 | |
| 2 | DUK |
Duke Energy CORP
|
73,439 | $9,295,907 | |
| 3 | SO |
Southern Co
|
77,975 | $7,462,986 | |
| 4 | AEP |
American Electric Power Co Inc
|
50,249 | $6,874,565 | |
| 5 | D |
Dominion Energy, Inc
|
83,848 | $5,725,979 | |
| 6 | ETR |
Entergy Corp /De/
|
44,382 | $5,097,716 | |
| 7 | XEL |
Xcel Energy Inc
|
59,677 | $4,792,063 | |
| 8 | EXC |
Exelon Corp
|
95,528 | $4,453,515 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,986,968 | 26,424 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,838,684 | 25,825 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,984,417 | 19,872 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,050,375 | 10,063 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,240,040 | 12,351 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $719,003 | 8,066 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||