Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,985,790
+$200,475 QoQ
Shares Held
35,260
+2.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
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, 2026MACKENZIE FINANCIAL CORP holds $1,767,869,284 across 28 Utilities - Regulated Electric names. AEE ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,515,500 | $318,411,990 | |
| 2 | FTS |
Fortis Inc.
|
4,518,242 | $258,578,989 | |
| 3 | PCG |
PG&E Corp
|
13,278,514 | $223,344,605 | |
| 4 | EMA |
Emera Inc
|
3,894,059 | $206,463,008 | |
| 5 | NEE |
Nextera Energy Inc
|
2,312,715 | $202,986,995 | |
| 6 | ES |
Eversource Energy
|
1,527,855 | $110,418,080 | |
| 7 | AEP |
American Electric Power Co Inc
|
648,949 | $88,782,712 | |
| 8 | EIX |
Edison International
|
1,062,311 | $79,089,053 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,985,790 | 35,260 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,785,315 | 34,437 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,535,243 | 35,402 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,289,848 | 31,518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,875,437 | 29,940 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,899,050 | 28,875 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,233,402 | 25,055 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $2,161,049 | 24,709 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,641,005 | 23,077 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,799,543 | 200,102 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,341,533 | 225,899 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $17,364,750 | 232,056 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $20,582,146 | 252,016 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $23,605,894 | 273,248 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,218,230 | 137,407 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,337,251 | 140,748 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $13,510,446 | 149,518 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,812,254 | 147,315 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,313,855 | 115,873 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,433,098 | 116,458 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,699,547 | 108,690 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,996,223 | 98,282 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,593,520 | 97,278 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,933,226 | 100,319 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,122,938 | 87,023 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,968,535 | 68,221 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||