Leonhard Birnbaum

CEO, E.ON
@Leo_Birnbaum · tracked since Feb 2026
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E.ON long +0.1%
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E.ON ×1
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E.ON long 3 months ago
Win Rate 100% Long 1 Short 0
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Average Return +0.1% Long Return +0.1% Short Return -
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E.ON E.ON SE E.ON SE
Long
Feb 25
$22.26
+0.1%
E.ON is expanding its investment program by €5 billion. Infrastructure is the bottleneck for the energy transition, data centers, and EVs. Regulatory environments are shifting to guarantee returns on grid investments because the cost of *not* having infrastructure (bottlenecks) is higher than the cost of building it. Demand is structural and disconnected from short-term economic cycles. LONG. A defensive play on the AI/Electrification theme. Regulatory pushback on consumer energy prices.
E.ON is expanding its investment program by €5 billion. Infrastructure is the bottleneck for the energy transition, data centers, and EVs. Regulatory environments are shifting to guarantee returns on grid investments because the cost of *not* having infrastructure (bottlenecks) is higher than the cost of building it. Demand is structural and disconnected from short-term economic cycles. LONG. A defensive play on the AI/Electrification theme. Regulatory pushback on consumer energy prices.
Energy
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