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
2025
Q2 		– Sell
-2,100
Closed -$211K – 1560
2025
Q1 		$211K Buy
2,100
+800
+62% +$77K ﹤0.01% 1263
2024
Q4 		$116K Sell
1,300
-1,200
-48% -$107K ﹤0.01% 1687
2024
Q3 		$219K Buy
2,500
+1,900
+317% +$152K ﹤0.01% 1548
2024
Q2 		$42.7K Buy
+600
New +$43.6K ﹤0.01% 1967
2024
Q1 		– Sell
-5,600
Closed -$405K – 2313
2023
Q4 		$405K Buy
5,600
+3,300
+143% +$251K ﹤0.01% 1446
2023
Q3 		$172K Sell
2,300
-4,800
-68% -$391K ﹤0.01% 1848
2023
Q2 		$580K Hold
7,100
– – ﹤0.01% 1092
2023
Q1 		$613K Buy
+7,100
New +$608K ﹤0.01% 947
2022
Q4 		– Sell
-7,500
Closed -$604K – 1497
2022
Q3 		$604K Sell
7,500
-5,500
-42% -$502K ﹤0.01% 1197
2022
Q2 		$1.18M Sell
13,000
-46,800
-78% -$4.33M 0.01% 957
2022
Q1 		$5.61M Buy
59,800
+22,000
+58% +$1.93M 0.02% 661
2021
Q4 		$3.37M Sell
37,800
-7,200
-16% -$612K 0.01% 947
2021
Q3 		$3.65M Sell
45,000
-26,200
-37% -$2.24M 0.01% 957
2021
Q2 		$5.7M Buy
71,200
+2,200
+3% +$184K 0.01% 697
2021
Q1 		$5.61M Buy
69,000
+31,700
+85% +$2.37M 0.02% 621
2020
Q4 		$2.91M Buy
+37,300
New +$2.99M 0.01% 766

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's AEE Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Ameren (AEE) in Q2 2026, closing a stake of 3,301 shares — an estimated $363K sold.

Capstone Investment Advisors first reported a position in AEE in Q2 2017 and held it in 13 quarters. The position peaked at $539K in Q2 2021. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,301 Ameren shares in Q2 2026, an estimated $363K.
  • Capstone Investment Advisors first reported a position in Ameren in Q2 2017 and held it in 13 quarters.
  • Capstone Investment Advisors's Ameren position peaked at $539K in Q2 2021.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.