Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,779,283
-$60,876 QoQ
Shares Held
51,126
-3.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#199
of 945 holders
Holding Since
Mar 2020
25 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, 2026NISA INVESTMENT ADVISORS, LLC holds $227,105,340 across 35 Utilities - Regulated Electric names. AEE ranks #15 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
262,151 | $30,611,372 | |
| 2 | NEE |
Nextera Energy Inc
|
311,809 | $27,367,475 | |
| 3 | LNT |
Alliant Energy Corp
|
197,792 | $15,089,551 | |
| 4 | IDA |
Idacorp Inc
|
94,447 | $14,289,831 | |
| 5 | CMS |
Cms Energy Corp
|
161,138 | $12,327,057 | |
| 6 | SO |
Southern Co
|
121,565 | $11,634,986 | |
| 7 | OGE |
Oge Energy Corp.
|
223,450 | $10,873,077 | |
| 8 | ED |
Consolidated Edison Inc
|
95,697 | $10,586,959 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,779,283 | 51,126 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,840,159 | 53,131 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,429,188 | 54,368 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,637,981 | 54,014 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,144,958 | 53,571 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,575,714 | 55,535 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,883,891 | 54,789 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,067,344 | 57,939 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,453,974 | 62,635 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,102,931 | 55,475 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,549,462 | 62,890 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,567,548 | 61,039 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,491,523 | 54,996 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,939,261 | 57,174 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,562,751 | 51,313 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,252,073 | 52,788 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,046,154 | 55,845 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,254,779 | 56,045 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $4,516,155 | 55,755 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,598,698 | 57,455 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,406,050 | 54,155 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,797,177 | 61,455 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,239,445 | 66,255 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $4,929,069 | 70,055 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,407,991 | 74,255 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||