Position in AEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$877,161
-$3,194,530 QoQ
Shares Held
7,980
-80.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Derivatives in AEE
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$3,925,439
PutShares
39,098
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fulcrum Asset Management LLP holds $11,898,611 across 17 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
60,762 | $5,333,080 | |
| 2 | ES |
Eversource Energy
|
45,525 | $3,290,091 | |
| 3 | ED |
Consolidated Edison Inc
|
27,517 | $3,044,205 | |
| 4 | FE |
Firstenergy Corp
|
2,730 | $129,784 | |
| 5 | PCG |
PG&E Corp
|
3,796 | $63,848 | |
| 6 | EXC |
Exelon Corp
|
122 | $5,687 | |
| 7 | XEL |
Xcel Energy Inc
|
70 | $5,621 | |
| 8 | LNT |
Alliant Energy Corp
|
54 | $4,119 |
All Filings in AEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $877,161 | 7,980 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,071,691 | 40,774 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,601,423 | 34,503 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,976,855 | 30,996 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $3,925,439 | 39,098 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $889,688 | 9,489 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $483,591 | 5,433 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $440,073 | 5,433 | Principal | Sole | 2021-10-19 | |
| 2021-03-31 | $784,310 | 9,640 | Principal | Sole | 2021-04-21 | |
| 2020-12-31 | $3,112,486 | 39,873 | Principal | Sole | 2021-02-16 | |
| 2020-06-30 | $2,805,464 | 39,873 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||