Position in AEE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,906,672
-$509,240 QoQ
Shares Held
17,346
-28.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Summit Global Investments holds $29,965,402 across 13 Utilities - Regulated Electric names. AEE ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
38,444 | $5,621,281 | |
| 2 | CMS |
Cms Energy Corp
|
70,243 | $5,449,451 | |
| 3 | EVRG |
Evergy, Inc.
|
63,001 | $5,161,041 | |
| 4 | EXC |
Exelon Corp
|
64,110 | $3,142,672 | |
| 5 | ED |
Consolidated Edison Inc
|
27,005 | $3,056,425 | |
| 6 | AEE |
Ameren Corp
This page
|
17,346 | $1,906,672 | |
| 7 | NGG |
National Grid PLC
|
15,678 | $1,326,358 | |
| 8 | DUK |
Duke Energy CORP
|
8,965 | $1,173,877 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,906,672 | 17,346 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,415,912 | 24,193 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,591,507 | 34,408 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,261,069 | 23,543 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||