Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,025,825
-$409,678 QoQ
Shares Held
18,430
-24.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
7 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, 2026Dynamic Technology Lab Private Ltd holds $15,976,347 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
71,498 | $4,059,656 | |
| 2 | EXC |
Exelon Corp
|
43,775 | $2,040,790 | |
| 3 | XEL |
Xcel Energy Inc
|
25,062 | $2,012,478 | |
| 4 | FE |
Firstenergy Corp
|
35,439 | $1,684,770 | |
| 5 | DUK |
Duke Energy CORP
|
10,652 | $1,348,330 | |
| 6 | OGE |
Oge Energy Corp.
|
26,542 | $1,291,533 | |
| 7 | CNP |
Centerpoint Energy Inc
|
25,412 | $1,119,144 | |
| 8 | EVRG |
Evergy, Inc.
|
9,111 | $787,463 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,025,825 | 18,430 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,435,503 | 24,258 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $760,364 | 8,530 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $587,111 | 8,116 | Shares | Sole | 2024-02-09 | |
| 2021-12-31 | $1,547,171 | 17,382 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $577,488 | 7,215 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $346,593 | 4,260 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||