Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$561,582
+$25,173 QoQ
Shares Held
4,968
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#509
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $114,074,643 across 29 Utilities - Regulated Electric names. AEE ranks #23 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
490,853 | $43,082,167 | |
| 2 | SO |
Southern Co
|
134,778 | $12,899,602 | |
| 3 | DUK |
Duke Energy CORP
|
99,204 | $12,557,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
55,280 | $7,562,856 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,275 | $5,403,531 | |
| 6 | ED |
Consolidated Edison Inc
|
29,645 | $3,279,626 | |
| 7 | XEL |
Xcel Energy Inc
|
39,054 | $3,136,036 | |
| 8 | ETR |
Entergy Corp /De/
|
24,234 | $2,783,517 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,582 | 4,968 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $536,409 | 4,880 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $413,819 | 4,144 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $362,198 | 3,470 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $379,165 | 3,948 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $387,845 | 3,863 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $304,234 | 3,413 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $297,451 | 3,401 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $242,627 | 3,412 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $349,904 | 4,731 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $324,010 | 4,479 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $335,986 | 4,490 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $317,287 | 3,885 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $346,078 | 4,006 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $455,181 | 5,119 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $323,327 | 4,014 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $359,000 | 3,973 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $353,287 | 3,768 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $355,327 | 3,992 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $326,673 | 4,033 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $331,925 | 4,147 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $345,535 | 4,247 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $331,755 | 4,250 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $481,439 | 6,088 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $428,633 | 6,092 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $439,237 | 6,031 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||