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Disclosery

Summit Global Investments: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Global Investments on AEE, newest first. How the timeline and the estimate are built.

Summit Global Investments held 18,370 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,370 shares
    Change vs previous 13F +1,024 shares

    0.11% of the 13F portfolio, value $2,077,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 17,346 shares
    Change vs previous 13F -6,847 shares

    0.11% of the 13F portfolio, value $1,907,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 24,193 shares
    Change vs previous 13F -10,215 shares

    0.14% of the 13F portfolio, value $2,416,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 34,408 shares
    Change vs previous 13F +10,865 shares

    0.21% of the 13F portfolio, value $3,591,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 23,543 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,261,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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