Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$226,080
+$3,273 QoQ
Shares Held
2,000
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#669
of 945 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Inscription Capital, LLC holds $9,318,478 across 17 Utilities - Regulated Electric names. AEE ranks #15 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
11,265 | $1,246,246 | |
| 2 | NEE |
Nextera Energy Inc
|
11,991 | $1,052,450 | |
| 3 | HE |
Hawaiian Electric Industries Inc
|
62,417 | $844,502 | |
| 4 | DTE |
Dte Energy Co
|
4,882 | $743,870 | |
| 5 | EVRG |
Evergy, Inc.
|
7,755 | $670,264 | |
| 6 | ES |
Eversource Energy
|
8,990 | $649,707 | |
| 7 | SO |
Southern Co
|
6,211 | $594,454 | |
| 8 | EXC |
Exelon Corp
|
10,918 | $508,997 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,080 | 2,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,807 | 2,027 | Shares | Sole | 2026-04-20 | |
| 2025-09-30 | $216,170 | 2,071 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||