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Disclosery

SummitTX Capital, L.P.: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SummitTX Capital, L.P. on AEE, newest first. How the timeline and the estimate are built.

SummitTX Capital, L.P. held 171,867 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,867 shares
    Change vs previous 13F +14,227 shares

    0.51% of the 13F portfolio, value $19,427,846.

    13F-HR 0002052310-26-000002 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 157,640 shares
    Change vs previous 13F +1,865 shares

    0.55% of the 13F portfolio, value $17,327,789.

    13F-HR 0000905148-26-002402 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 155,775 shares
    Change vs previous 13F -3,983 shares

    0.47% of the 13F portfolio, value $15,555,692.

    13F-HR 0000905148-26-000842 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 159,758 shares
    Change vs previous 13F -20,606 shares

    0.69% of the 13F portfolio, value $16,675,540.

    13F-HR 0000905148-25-004050 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 180,364 shares
    Change vs previous 13F +32,991 shares

    0.76% of the 13F portfolio, value $17,322,159.

    13F-HR 0000905148-25-002950 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 147,373 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $14,796,249.

    13F-HR 0000905148-25-001746 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).