Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,743,528
-$6,288 QoQ
Shares Held
15,424
-3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#324
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, 2026HARTFORD INVESTMENT MANAGEMENT CO holds $61,027,861 across 23 Utilities - Regulated Electric names. AEE ranks #13 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
115,360 | $10,125,147 | |
| 2 | SO |
Southern Co
|
62,297 | $5,962,445 | |
| 3 | DUK |
Duke Energy CORP
|
43,058 | $5,450,281 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,046 | $4,110,593 | |
| 5 | D |
Dominion Energy, Inc
|
48,421 | $3,306,670 | |
| 6 | ETR |
Entergy Corp /De/
|
25,399 | $2,917,329 | |
| 7 | XEL |
Xcel Energy Inc
|
34,494 | $2,769,868 | |
| 8 | EXC |
Exelon Corp
|
56,257 | $2,622,701 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,743,528 | 15,424 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,749,816 | 15,919 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,580,783 | 15,830 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,674,985 | 16,047 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,571,406 | 16,362 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,644,351 | 16,378 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,474,999 | 16,547 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,463,118 | 16,729 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,210,292 | 17,020 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,255,175 | 16,971 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,281,069 | 17,709 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,341,552 | 17,928 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,507,954 | 18,464 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,889,003 | 21,866 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,663,871 | 18,712 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,985,154 | 24,645 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,233,699 | 24,720 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,282,118 | 24,340 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,342,120 | 26,313 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,946,997 | 24,037 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,159,719 | 26,983 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,251,149 | 27,669 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,212,922 | 28,349 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,041,371 | 25,814 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,888,673 | 26,843 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,953,883 | 26,828 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||