The cluster is directionally mixed and small in scale relative to AEE's $30.3B market cap. The buying is concentrated in smaller active managers, while larger holders are trimming — this is not a high-conviction signal. Monitor for any catalyst (regulatory, rate environment, earnings) that could unify the thesis; without insider buying, the cluster alone does not warrant a position.
Executive Summary
A mixed institutional cluster in AEE for 2026-Q2 shows 4 buyers adding $16.6M in net new positions, led by Assenagon Asset Management doubling its stake by $11.0M, while 2 sellers trimmed $6.7M, led by Aberdeen Group reducing by $5.6M. The buying is concentrated among smaller active asset managers, while the selling comes from larger institutional holders, suggesting a rotation rather than a uniform thesis. With no insider open-market buying and a 50% historical win rate on AEE reports, the signal is modest and warrants caution.
Key Financial Metrics
Institutional Positions
Net institutional flow: $9.9M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +1628% | $11.6M | $11.0M |
| Concurrent Investment Advisors | DOUBLED | +118.9% | $4.5M | $2.5M |
| Swiss Life Asset Management | ADD | +62.3% | $6.6M | $2.6M |
| Hb Wealth Management | ADD | +57.7% | $1.3M | $495.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Aberdeen Group | TRIM | -34% | $17.4M | -$5.6M |
| Eurizon Capital Sgr S.p.a. | TRIM | -37.4% | $3.0M | -$1.1M |
Key Facts
- 4 institutional buyers added $16.6M in net new positions in 2026-Q2
- Assenagon Asset Management DOUBLED its stake, adding $11.0M (1,628% increase)
- Aberdeen Group trimmed $5.6M (34% reduction), the largest seller
- No open-market insider buying; 13F × Form 4 confluence score is 13/100 (divergent)
- All participants are active asset managers; no passive/index funds in the cluster
Financial Impact
Net institutional buying of $9.9M ($16.6M bought vs $6.7M sold) in 2026-Q2
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- No insider buying to corroborate the institutional accumulation
- Historical win rate on AEE reports is only 50% at T+20
- Larger sellers (Aberdeen, Eurizon) outweigh smaller buyers in absolute size
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AEE-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | 8-K | $107.16 $101.66 | ▼ −5.13% | ▼ −6.45% | — |
Aug 17, 2026 6w ago | Press Release | $109.67 $103.75 | ▼ −5.40% | ▼ −4.41% | — |
Aug 14, 2026 7w ago | Press Release | $109.74 $103.97 | ▼ −5.26% | ▼ −3.27% | — |
Aug 4, 2026 8w ago | 424B5 | $108.95 $105.89 | ▲ +2.81% | ▲ +2.21% | — |
Aug 4, 2026 8w ago | S-3ASR | $109.44 $106.09 | ▼ −3.06% | ▼ −1.82% | — |
Aug 4, 2026 8w ago | Institutional Cluster | $109.44 $106.09 | ▼ −3.06% | ▼ −1.82% | — |
Jul 30, 2026 9w ago | Press Release | $109.61 $106.12 | ▼ −3.18% | ▼ −6.17% | — |
Jul 9, 2026 12w ago | Press Release | $112.94 $108.84 | ▼ −3.63% | ▼ −6.06% | — |
Jun 29, 2026 13w ago | 8-K | $114.59 $113.78 | ▼ −0.71% | ▼ −0.43% | — |
Jun 26, 2026 13w ago | 8-K | $114.59 $113.78 | ▼ −0.71% | ▼ −0.43% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access