CG
AEE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Caprock Group's AEE Position: Q1 2026 in Review

Caprock Group increased its Ameren (AEE) stake by 12% in Q1 2026, buying an estimated $101K and bringing the position to 8,622 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #561.

Caprock Group first reported a position in AEE in Q3 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Caprock Group held 8,622 shares of Ameren worth $948K as of Q1 2026.
  • Caprock Group bought 948 Ameren shares in Q1 2026, an estimated $101K.
  • Ameren made up 0.02% of Caprock Group's portfolio in Q1 2026, its #561 holding.
  • Caprock Group first reported a position in Ameren in Q3 2024 and has held it in 6 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.