Capstone Investment Advisors
AEE icon

Capstone Investment Advisors’s Ameren AEE Stock Holding History

Capstone Investment Advisors’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 		$363K Buy
+3,301
New +$353K ﹤0.01% 1292
2025
Q1 		– Sell
-5,282
Closed -$509K – 1326
2024
Q4 		$471K Buy
5,282
+2,059
+64% +$184K ﹤0.01% 1337
2024
Q3 		$282K Sell
3,223
-3,307
-51% -$265K ﹤0.01% 1438
2024
Q2 		$464K Buy
6,530
+2,394
+58% +$174K ﹤0.01% 1352
2024
Q1 		$306K Sell
4,136
-192
-4% -$13.7K ﹤0.01% 1829
2023
Q4 		$313K Buy
4,328
+3,453
+395% +$263K ﹤0.01% 1573
2023
Q3 		$65.5K Sell
875
-2,393
-73% -$195K ﹤0.01% 1996
2023
Q2 		$267K Buy
3,268
+2,671
+447% +$229K ﹤0.01% 1451
2023
Q1 		$51.6K Buy
+597
New +$51.1K ﹤0.01% 1417
2021
Q4 		– Sell
-65
Closed -$5.52K – 1832
2021
Q3 		$5K Sell
65
-6,673
-99% -$569K ﹤0.01% 1982
2021
Q2 		$539K Buy
+6,738
New +$564K ﹤0.01% 1364
2021
Q1 		– Sell
-5,491
Closed -$411K – 1643
2020
Q4 		$429K Buy
+5,491
New +$440K ﹤0.01% 1290
2017
Q3 		– Sell
-4,496
Closed -$245K – 532
2017
Q2 		$245K Buy
+4,496
New +$250K 0.01% 518

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Capstone Investment Advisors's AEE Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Ameren (AEE) in Q1 2026: 3,301 shares worth $363K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AEE as recently as Q4 2024.

Capstone Investment Advisors first reported a position in AEE in Q2 2017 and has held it in 13 quarters since. The position peaked at $539K in Q2 2021. 927 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Capstone Investment Advisors held 3,301 shares of Ameren worth $363K as of Q1 2026.
  • Ameren was a new Capstone Investment Advisors position in Q1 2026.
  • Ameren made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1292 holding.
  • Capstone Investment Advisors first reported a position in Ameren in Q2 2017 and has held it in 13 quarters since.
  • Capstone Investment Advisors's Ameren position peaked at $539K in Q2 2021.
  • 927 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.