Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$399,483
+$100,392 QoQ
Shares Held
3,534
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#553
of 945 holders
Holding Since
Jun 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026StoneX Group Inc. holds $36,436,869 across 15 Utilities - Regulated Electric names. AEE ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
177,481 | $14,251,724 | |
| 2 | SO |
Southern Co
|
69,316 | $6,634,234 | |
| 3 | ETR |
Entergy Corp /De/
|
29,259 | $3,360,688 | |
| 4 | DUK |
Duke Energy CORP
|
22,333 | $2,826,911 | |
| 5 | PPL |
PPL Corp
|
57,892 | $2,104,374 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,669 | $1,870,055 | |
| 7 | EXC |
Exelon Corp
|
35,161 | $1,639,205 | |
| 8 | NEE |
Nextera Energy Inc
|
10,389 | $911,842 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,483 | 3,534 | Shares | Defined | 2026-08-12 | |
| 2025-03-31 | $299,091 | 2,979 | Shares | Defined | 2025-08-13 | |
| 2022-06-30 | $204,846 | 2,267 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||