Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$227,549
-$72,422 QoQ
Shares Held
2,013
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#663
of 945 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sivia Capital Partners, LLC holds $20,376,386 across 17 Utilities - Regulated Electric names. AEE ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
49,307 | $3,670,906 | |
| 2 | PCG |
PG&E Corp
|
200,982 | $3,380,517 | |
| 3 | CMS |
Cms Energy Corp
|
33,148 | $2,535,822 | |
| 4 | ED |
Consolidated Edison Inc
|
22,406 | $2,478,775 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
27,258 | $2,212,259 | |
| 6 | ES |
Eversource Energy
|
17,070 | $1,233,648 | |
| 7 | POR |
Portland General Electric Co /Or/
|
17,767 | $920,863 | |
| 8 | PPL |
PPL Corp
|
24,144 | $877,634 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,549 | 2,013 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $299,971 | 2,729 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||