Apogee Acquisition Corp reports a passive ownership filing by Karpus Management, Inc. The filing states Karpus beneficially owns 2,648,075 shares of Common (CUSIP G04126101), representing 11.28% of the class as of 06/30/2026. The shares are held in accounts managed by Karpus, which exercises sole voting and dispositive power over the listed shares. The statement is signed by the firm’s Chief Compliance Officer on 07/07/2026.
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Insights
Karpus reports an 11.28% passive stake in Apogee Acquisition Corp as of 06/30/2026.
Karpus Management, Inc. filed a Schedule 13G showing beneficial ownership of 2,648,075 shares of Common (CUSIP G04126101) and declares sole voting and dispositive power over those shares. The filing identifies Karpus as a registered investment adviser and characterizes the holding as passive.
The filing names CLIG as a controlling shareholder of Karpus but states informational barriers were established so attribution to CLIG is not required. Subsequent filings would show whether this passive stake is converted to another ownership classification or changes in percent ownership.
Key Figures
Filing type:Schedule 13GShares beneficially owned:2,648,075 sharesPercent of class:11.28%+4 more
Shares beneficially owned2,648,075 sharesas of 06/30/2026
Percent of class11.28%as of 06/30/2026
CUSIPG04126101Common stock identifier
Voting power reported2,648,075 sole voting powerreported in Schedule 13G
Dispositive power reported2,648,075 sole dispositive powerreported in Schedule 13G
Signature date07/07/2026Chief Compliance Officer signature date
Key Terms
Schedule 13G, beneficially owned, sole dispositive power, informational barriers
4 terms
Schedule 13Gregulatory
"This statement is being filed by Karpus Management, Inc."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially ownedfinancial
"Amount beneficially owned: 2,648,075.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive powerregulatory
"Sole power to dispose: 2,648,075.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
informational barriersregulatory
"effective informational barriers have been established between Karpus and CLIG"
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What stake does Karpus Management report in Apogee Acquisition Corp (AACP)?
Karpus reports beneficial ownership of 2,648,075 shares, equal to 11.28% of the class. The filing is a Schedule 13G stating the shares are held in accounts managed by Karpus and that it has sole voting and dispositive power over those shares.
As of what date is the 11.28% ownership reported for AACP?
The ownership percentage is reported as of 06/30/2026. The Schedule 13G lists the share count and percent tied to that date and the form is signed on 07/07/2026 by the reporting firm's Chief Compliance Officer.
Does the filing indicate Karpus exercises control with CLIG over AACP shares?
The filing states Karpus is controlled by City of London Investment Group plc but asserts informational barriers exist; therefore, attribution of beneficial ownership to CLIG is not required under SEC guidance cited in the filing.
What voting and dispositive powers does Karpus report for the AACP shares?
Karpus reports sole voting power of 2,648,075 shares and sole dispositive power of 2,648,075 shares. The filing shows zero shared voting or dispositive power for the reported holdings.
What CUSIP and class are specified in the Schedule 13G for AACP?
The Schedule 13G lists the security as Common with CUSIP G04126101. The filing identifies the issuer as Apogee Acquisition Corp and provides the issuer’s principal executive office address in Cheyenne, Wyoming.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Apogee Acquisition Corp
(Name of Issuer)
Common
(Title of Class of Securities)
G04126101
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
G04126101
1
Names of Reporting Persons
KARPUS MANAGEMENT, INC.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
NEW YORK
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
2,648,075.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
2,648,075.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,648,075.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
11.28 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Apogee Acquisition Corp
(b)
Address of issuer's principal executive offices:
2106 House Ave, Suite 375, Cheyenne, WY 82001
Item 2.
(a)
Name of person filing:
This statement is being filed by Karpus Management, Inc., d/b/a Karpus Investment Management ("Karpus" or the "Reporting Person"). Karpus is a registered investment adviser under Section 203 of the Investment Advisers Act of 1940. Karpus is controlled by City of London Investment Group plc ("CLIG"), which is listed on the London Stock Exchange. However, in accordance with SEC Release No. 34-39538 (January 12, 1998), effective informational barriers have been established between Karpus and CLIG such that voting and investment power over the subject securities is exercised by Karpus independently of CLIG, and, accordingly, attribution of beneficial ownership is not required between Karpus and CLIG.
The Shares to which this Schedule 13G relates are owned directly by the accounts managed by Karpus.
(b)
Address or principal business office or, if none, residence:
183 Sully's Trail, Pittsford, New York 14534.
(c)
Citizenship:
The members of the Karpus Management Committee are US citizens. Karpus is a New York corporation.
(d)
Title of class of securities:
Common
(e)
CUSIP Number(s):
G04126101
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
2,648,075.00
(b)
Percent of class:
11.28 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
2,648,075.00
(ii) Shared power to vote or to direct the vote:
0.00
(iii) Sole power to dispose or to direct the disposition of:
2,648,075.00
(iv) Shared power to dispose or to direct the disposition of:
0.00
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
