Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,490,239
-$243,517 QoQ
Shares Held
48,569
-6.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#203
of 945 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $210,182,416 across 30 Utilities - Regulated Electric names. AEE ranks #14 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
364,555 | $31,996,992 | |
| 2 | SO |
Southern Co
|
197,480 | $18,900,810 | |
| 3 | DUK |
Duke Energy CORP
|
136,338 | $17,257,664 | |
| 4 | AEP |
American Electric Power Co Inc
|
94,986 | $12,995,034 | |
| 5 | D |
Dominion Energy, Inc
|
153,393 | $10,475,207 | |
| 6 | ETR |
Entergy Corp /De/
|
80,349 | $9,228,886 | |
| 7 | XEL |
Xcel Energy Inc
|
108,432 | $8,707,089 | |
| 8 | EXC |
Exelon Corp
|
178,644 | $8,328,383 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,490,239 | 48,569 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,733,756 | 52,163 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,000,988 | 50,080 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,534,645 | 53,024 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,178,284 | 53,918 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,396,901 | 53,754 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,726,826 | 53,027 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,581,941 | 52,389 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,882,910 | 68,667 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,019,282 | 54,344 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,659,708 | 64,414 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,112,610 | 68,323 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,309,121 | 65,007 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,819,662 | 67,365 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,914,958 | 66,520 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,411,751 | 67,185 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,334,868 | 70,107 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,031,674 | 64,331 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $6,132,610 | 68,898 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,723,298 | 70,658 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,807,382 | 72,556 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,099,580 | 13,515 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,089,405 | 13,956 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,105,538 | 13,980 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,004,389 | 14,275 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,619,622 | 35,969 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||