Position in AEE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$155,202,641
+$56,604,176 QoQ
Shares Held
1,411,960
+43.0% QoQ
Ownership
0.510%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59.52590724949716.ToString("F0")%
Shared 0.ToString("F0")%
None 40.47409275050285.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DEUTSCHE BANK AG\ holds $8,519,999,883 across 34 Utilities - Regulated Electric names. AEE ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,710,767 | $1,644,976,028 | |
| 2 | EXC |
Exelon Corp
|
19,657,029 | $963,587,557 | |
| 3 | PCG |
PG&E Corp
|
43,896,784 | $771,266,491 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,931,540 | $686,694,379 | |
| 5 | ED |
Consolidated Edison Inc
|
5,797,582 | $656,170,328 | |
| 6 | CMS |
Cms Energy Corp
|
7,745,314 | $600,881,456 | |
| 7 | CNP |
Centerpoint Energy Inc
|
12,288,532 | $530,373,037 | |
| 8 | XEL |
Xcel Energy Inc
|
4,017,084 | $319,117,150 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,202,641 | 1,411,960 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $98,598,465 | 987,367 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $84,058,568 | 805,313 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,823,255 | 737,435 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $67,628,433 | 673,590 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $71,147,979 | 798,160 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $44,049,052 | 503,648 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $34,092,478 | 479,433 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $31,277,829 | 422,902 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $106,893,126 | 1,477,649 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $237,774,717 | 3,177,532 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $357,032,735 | 4,371,651 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $396,759,030 | 4,592,650 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $565,519,993 | 6,359,874 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $536,229,803 | 6,657,105 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $576,791,822 | 6,383,265 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $577,212,808 | 6,156,280 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $493,698,234 | 5,546,548 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $395,626,275 | 4,884,275 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $369,413,731 | 4,615,364 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $40,060,522 | 492,386 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $26,949,040 | 345,235 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $36,086,258 | 456,326 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,705,663 | 436,408 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $31,441,654 | 431,713 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||