Capstone Investment Advisors
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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
2025
Q1 		– Sell
-1,100
Closed -$98.1K – 1325
2024
Q4 		$98.1K Sell
1,100
-1,300
-54% -$116K ﹤0.01% 1709
2024
Q3 		$210K Buy
2,400
+1,000
+71% +$80.1K ﹤0.01% 1568
2024
Q2 		$99.6K Buy
1,400
+600
+75% +$43.6K ﹤0.01% 1887
2024
Q1 		$59.2K Buy
+800
New +$56.9K ﹤0.01% 2199
2023
Q4 		– Sell
-600
Closed -$44.9K – 2083
2023
Q3 		$44.9K Sell
600
-1,000
-63% -$81.5K ﹤0.01% 2027
2023
Q2 		$131K Hold
1,600
– – ﹤0.01% 1653
2023
Q1 		$138K Buy
+1,600
New +$137K ﹤0.01% 1330
2022
Q4 		– Sell
-1,600
Closed -$129K – 1496
2022
Q3 		$129K Buy
1,600
+100
+7% +$9.13K ﹤0.01% 1532
2022
Q2 		$136K Sell
1,500
-20,100
-93% -$1.86M ﹤0.01% 1470
2022
Q1 		$2.02M Buy
21,600
+9,700
+82% +$850K 0.01% 1042
2021
Q4 		$1.06M Sell
11,900
-3,800
-24% -$323K ﹤0.01% 1283
2021
Q3 		$1.27M Buy
15,700
+8,000
+104% +$682K ﹤0.01% 1334
2021
Q2 		$616K Sell
7,700
-9,500
-55% -$795K ﹤0.01% 1345
2021
Q1 		$1.4M Buy
17,200
+11,600
+207% +$869K ﹤0.01% 1030
2020
Q4 		$437K Buy
+5,600
New +$449K ﹤0.01% 1285

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

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. 925 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.
  • 925 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.