Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,222,996
-$7,882 QoQ
Shares Held
28,512
-3.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#264
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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $148,650,476 across 30 Utilities - Regulated Electric names. AEE ranks #17 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
234,836 | $20,611,555 | |
| 2 | ETR |
Entergy Corp /De/
|
101,101 | $11,612,460 | |
| 3 | SO |
Southern Co
|
116,162 | $11,117,865 | |
| 4 | DUK |
Duke Energy CORP
|
80,322 | $10,167,158 | |
| 5 | EVRG |
Evergy, Inc.
|
103,149 | $8,915,168 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
113,419 | $8,123,068 | |
| 7 | AEP |
American Electric Power Co Inc
|
56,069 | $7,670,799 | |
| 8 | D |
Dominion Energy, Inc
|
90,619 | $6,188,371 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,222,996 | 28,512 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,230,878 | 29,393 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,899,934 | 29,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,059,169 | 29,308 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,976,375 | 30,991 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,150,552 | 31,380 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,952,117 | 77,991 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,650,196 | 76,037 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,095,671 | 71,659 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,343,388 | 72,247 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,097,510 | 70,466 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,737,562 | 63,311 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,263,958 | 64,454 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,365,769 | 62,111 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,543,006 | 62,337 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,954,227 | 61,505 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,511,688 | 60,997 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,544,310 | 59,133 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,159,375 | 57,964 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,662,927 | 57,567 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,583,730 | 57,268 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,573,408 | 56,212 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,253,099 | 54,485 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,390,758 | 55,523 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,996,799 | 56,805 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,149,999 | 56,982 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||