Aquila Energy Efficiency Trust Plc

LSE:AEET Stock Report

Market Cap: UK£42.8m

Aquila Energy Efficiency Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

LSE:AEET Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
15 May 24SellUK£3,507Nicholas BlissIndividual3,720UK£0.94
15 May 24SellUK£4,543Miriam GreenwoodIndividual4,819UK£0.94
15 May 24SellUK£9,926David FletcherIndividual10,528UK£0.94

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of AEET?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders86,8910.107%
Private Companies5,847,8197.18%
General Public8,267,93110.2%
Institutions67,235,62782.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 87.23% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
17.6%
Investec Wealth & Investment Limited
14,316,855UK£7.5m-7.61%0.09%
12.7%
Aquila Capital Holding GmbH
10,372,421UK£5.4m0%no data
8.9%
Cazenove Capital Management Ltd.
7,251,687UK£3.8m0%0.37%
7.18%
Marmarkon 4 S.À R.L.
5,847,819UK£3.1m0%no data
5.89%
Privium Fund Management BV
4,795,151UK£2.5m0%0.51%
4.91%
West Yorkshire Pension Fund
3,995,959UK£2.1m0%0.05%
4.06%
Premier Fund Managers Ltd.
3,308,654UK£1.7m0%0.03%
3.83%
Charles Stanley & Co. Ltd, Asset Management Arm
3,120,103UK£1.6m-2.91%0.02%
3.66%
Morgan Stanley, Investment Banking and Brokerage Investments
2,978,651UK£1.6m56.7%no data
2.76%
Schroder Investment Management Limited
2,251,639UK£1.2m0%no data
2.47%
Patronus Partners Limited
2,008,970UK£1.1m0%6.18%
2%
First Equity Ltd, Asset Management Arm
1,627,155UK£854.3k1.8%1.11%
1.59%
Peel Hunt LLP., Asset Management Arm
1,297,634UK£681.3k-41%0.22%
1.36%
Bank Julius Bär & Co Ltd., Asset Management Arm
1,107,891UK£581.6k0%no data
1.32%
Brooks MacDonald Asset Management
1,078,909UK£566.4k0%0.07%
1.2%
Acacia Capital Lp
975,813UK£512.3k0%5.69%
1.02%
Brewin Dolphin Limited
829,526UK£435.5k-20.9%no data
0.96%
FIM Capital Limited
781,378UK£410.2k0%0.74%
0.88%
Lombard Odier Asset Management (Europe) Ltd.
716,320UK£376.1k0%0.01%
0.87%
Weiss Asset Management, LLC
712,571UK£374.1k0%0.02%
0.44%
Merrill Lynch & Co. Inc., Banking Investments
359,637UK£188.8k0%no data
0.42%
Investec Wealth & Investment (Channel Islands) Ltd.
345,217UK£181.2k0%0.4%
0.42%
Commerzbank AG, Asset Management Arm
338,134UK£177.5k0%no data
0.39%
EFG Private Bank SA, Asset Management Arm
313,843UK£164.8k-34%0.01%
0.37%
Close Asset Management Limited
303,962UK£159.6k-2.33%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 06:02
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Aquila Energy Efficiency Trust Plc is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joe BrentPanmure Liberum