Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,381,545
+$1,095,232 QoQ
Shares Held
100,686
+7.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
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, 2026TORONTO DOMINION BANK holds $994,131,560 across 27 Utilities - Regulated Electric names. AEE ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
3,163,013 | $181,019,233 | |
| 2 | XEL |
Xcel Energy Inc
|
2,120,825 | $170,302,247 | |
| 3 | EMA |
Emera Inc
|
1,932,111 | $102,440,523 | |
| 4 | NEE |
Nextera Energy Inc
|
1,000,470 | $87,811,250 | |
| 5 | LNT |
Alliant Energy Corp
|
877,473 | $66,942,415 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
576,647 | $46,800,670 | |
| 7 | SO |
Southern Co
|
379,515 | $36,323,380 | |
| 8 | DUK |
Duke Energy CORP
|
259,205 | $32,810,167 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,381,545 | 100,686 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,286,313 | 93,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,252,126 | 102,665 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,715,715 | 112,241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,414,834 | 118,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,634,785 | 95,964 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,506,897 | 95,433 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $10,291,592 | 117,672 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $9,629,147 | 135,412 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,193,632 | 83,743 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,902,215 | 150,708 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,424,183 | 99,214 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $9,123,927 | 111,717 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $9,924,137 | 114,876 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,363,003 | 116,543 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,985,755 | 111,555 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,253,072 | 124,536 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,506,314 | 144,052 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,943,512 | 122,947 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,442,063 | 104,223 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,943,909 | 111,743 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,192,133 | 112,981 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,801,082 | 138,369 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $9,209,656 | 116,460 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $8,171,962 | 116,145 | Shares | Sole | 2020-08-28 | |
| 2020-03-31 | $9,312,626 | 127,868 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||