Stock Taper

AE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX528.73K$87.64M
U.S. BancorpUSB528.5K$31.92M
LyondellBasell Industries N.V.LYB526.55K$27.72M
OGE Energy Corp.OGE511.61K$24.89M
JPMorgan Chase & Co.JPM504.02K$164.98M
Philip Morris International Inc.PM502.56K$90.92M
Dominion Energy, Inc.D472.1K$32.24M
Intel Corp.INTC445.11K$62.15M
Eversource EnergyES443.3K$32.04M
Oracle CorporationORCL427.8K$62.7M
CMS Energy CorporationCMS400.65K$30.65M
ONEOK, Inc.OKE392.17K$34.1M
Edison InternationalEIX389.46K$29M
NuScale Power CorporationSMR381.41K$3.83M
Meta Platforms, Inc.META376.87K$212.29M
Citizens Financial Group, Inc.CFG372.04K$26.07M
American Electric Power Company, Inc.AEP371.98K$50.89M
McDonald's CorporationMCD357.21K$96.56M
AbbVie Inc.ABBV354.99K$89.33M
T. Rowe Price Group, Inc.TROW349.6K$39.75M