Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$448,881
+$128,465 QoQ
Shares Held
3,971
+36.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#539
of 945 holders
Holding Since
Dec 2025
3 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, 2026Sagewood Asset Management LP holds $10,550,720 across 21 Utilities - Regulated Electric names. AEE ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
17,489 | $1,302,056 | |
| 2 | IDA |
Idacorp Inc
|
8,333 | $1,260,782 | |
| 3 | PCG |
PG&E Corp
|
51,922 | $873,328 | |
| 4 | EVRG |
Evergy, Inc.
|
8,904 | $769,572 | |
| 5 | LNT |
Alliant Energy Corp
|
9,140 | $697,290 | |
| 6 | PPL |
PPL Corp
|
16,839 | $612,097 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
5,493 | $587,751 | |
| 8 | ED |
Consolidated Edison Inc
|
4,381 | $484,670 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,881 | 3,971 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $320,416 | 2,915 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $480,726 | 4,814 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||