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Caprock Group’s Ameren AEE Stock Holding History

Caprock Group’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
9,437
+815
+9% +$90.1K 0.02% 611
2026
Q1 		$948K Buy
8,622
+948
+12% +$101K 0.02% 561
2025
Q4 		$766K Buy
7,674
+5,229
+214% +$536K 0.02% 684
2025
Q3 		$244K Buy
+2,445
New +$244K 0.01% 1008
2025
Q1 		$739K Buy
7,359
+4,048
+122% +$390K 0.02% 573
2024
Q4 		$295K Buy
3,311
+652
+25% +$58.4K 0.01% 807
2024
Q3 		$233K Buy
+2,659
New +$213K 0.01% 803

Other funds holding AEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Caprock Group's AEE Position: Q2 2026 in Review

Caprock Group increased its Ameren (AEE) stake by 9.5% in Q2 2026, buying an estimated $90.1K and bringing the position to 9,437 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #611.

Caprock Group first reported a position in AEE in Q3 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Caprock Group held 9,437 shares of Ameren worth $1.07M as of Q2 2026.
  • Caprock Group bought 815 Ameren shares in Q2 2026, an estimated $90.1K.
  • Ameren made up 0.02% of Caprock Group's portfolio in Q2 2026, its #611 holding.
  • Caprock Group first reported a position in Ameren in Q3 2024 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.