Who owns AEE (AEE)
Which tracked institutional funds hold AEE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AEE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AEE is one-sided between 2025-Q4 and 2026-Q1: 297 added or opened and 81 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AEE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes AEE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AEE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 919 tracked filers holding AEE, 495 increased or opened the position and 320 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AEE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 47
- VANGUARD CAPITAL MANAGEMENT LLC$2.0B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B
- VANGUARD FIDUCIARY TRUST CO$171M
- Vanguard Global Advisers, LLC$66M
- VANGUARD ASSET MANAGEMENT, Ltd$57M
- CIBC Bancorp USA Inc.$48M
Full exits 28
- VANGUARD GROUP INC$3.6B
- Zimmer Partners, LP$71M
- MARSHALL WACE, LLP$70M
- CIBC Private Wealth Group LLC$56M
- MIZUHO MARKETS AMERICAS LLC$7M
- COMERICA BANK$7M
Largest adds
- FRANKLIN RESOURCES INC$378M
- STATE STREET CORP$193M
- Qube Research & Technologies Ltd$191M
- PRICE T ROWE ASSOCIATES INC /MD/$172M
- AQR CAPITAL MANAGEMENT LLC$113M
- GEODE CAPITAL MANAGEMENT, LLC$110M
Largest trims
- T. Rowe Price Investment Management, Inc.$305M
- Assenagon Asset Management S.A.$51M
- Squarepoint Ops LLC$40M
- Invesco Ltd.$38M
- Aventail Capital Group, LP$32M
- BlackRock, Inc.$31M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 21,361,624 | $2.3B | 8.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 20,585,929 | $2.3B | 8.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 17,925,853 | $2.0B | 7.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 15,836,894 | $1.7B | 6.4% | 2026-Q1 |
| STATE STREET CORP added | 14,929,384 | $1.6B | 6.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 7,658,257 | $839M | 3.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 7,534,288 | $828M | 3.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 6,273,520 | $690M | 2.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 5,682,375 | $625M | 2.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 5,362,587 | $589M | 2.2% | 2026-Q1 |
| FMR LLC trimmed | 4,933,036 | $542M | 2.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 4,459,043 | $490M | 1.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,473,447 | $347M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,085,187 | $339M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,960,614 | $325M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,927,546 | $322M | 1.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 2,758,605 | $303M | 1.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 2,268,081 | $249M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,265,022 | $249M | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 2,244,925 | $247M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,177,609 | $239M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,094,604 | $230M | 0.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,951,000 | $214M | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,826,650 | $204M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,831,633 | $201M | 0.7% | 2026-Q1 |
| COHEN & STEERS, INC. added | 1,828,297 | $201M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,818,777 | $200M | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 1,637,492 | $180M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,618,700 | $178M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,555,129 | $171M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,525,751 | $168M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,411,960 | $155M | 0.6% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 1,409,566 | $155M | 0.6% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 1,331,922 | $146M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,297,998 | $142M | 0.5% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd added | 1,271,586 | $140M | 0.5% | 2026-Q1 |
| Soroban Capital Partners LP | 1,248,221 | $137M | 0.5% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 1,159,881 | $127M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,151,324 | $127M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,098,757 | $121M | 0.4% | 2026-Q1 |
| REAVES W H & CO INC trimmed | 1,072,573 | $118M | 0.4% | 2026-Q1 |
| UBS Group AG added | 1,016,877 | $112M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 991,860 | $109M | 0.4% | 2026-Q1 |
| Amundi added | 919,349 | $101M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 831,584 | $91M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 793,800 | $87M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 744,357 | $82M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 702,890 | $77M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 698,237 | $77M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 695,749 | $76M | 0.3% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 693,779 | $76M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 648,119 | $71M | 0.3% | 2026-Q1 |
| Homestead Advisers Corp trimmed | 637,739 | $70M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 622,920 | $68M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 604,464 | $66M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 597,231 | $66M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 594,693 | $65M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 577,934 | $64M | 0.2% | 2026-Q1 |
| UniSuper Management Pty Ltd added | 548,070 | $60M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 539,744 | $59M | 0.2% | 2026-Q1 |
| Energy Income Partners, LLC added | 527,782 | $58M | 0.2% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC added | 516,973 | $57M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 515,761 | $57M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 509,500 | $56M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 482,200 | $53M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 459,576 | $51M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 436,977 | $48M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 431,781 | $47M | 0.2% | 2026-Q1 |
| HITE Hedge Asset Management LLC trimmed | 422,264 | $46M | 0.2% | 2026-Q1 |
| Yaupon Capital Management LP trimmed | 402,897 | $44M | 0.2% | 2026-Q1 |
| National Pension Service added | 390,234 | $43M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 377,590 | $42M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 373,516 | $41M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 361,500 | $40M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 357,277 | $39M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 353,186 | $39M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 352,104 | $39M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 347,722 | $38M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 327,640 | $36M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 325,833 | $36M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 323,561 | $36M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 313,887 | $35M | 0.1% | 2026-Q1 |
| Aventail Capital Group, LP trimmed | 311,570 | $34M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 298,975 | $33M | 0.1% | 2026-Q1 |
| Magellan Asset Management Ltd added | 298,332 | $33M | 0.1% | 2026-Q1 |
| GATEWAY INVESTMENT ADVISERS LLC trimmed | 292,578 | $32M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 288,200 | $32M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 275,285 | $30M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 265,934 | $29M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 261,416 | $29M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 251,930 | $28M | 0.1% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 247,527 | $27M | 0.1% | 2026-Q1 |
| MILFORD FUNDS LTD | 245,838 | $27M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 243,937 | $27M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 35,645,555 | $3.6B | 13.1% | 2025-Q4 stale |
| Maple-Brown Abbott Ltd added | 1,363,770 | $137M | 0.5% | 2025-Q1 stale |
| Zimmer Partners, LP trimmed | 713,945 | $71M | 0.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 697,164 | $70M | 0.3% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 565,303 | $56M | 0.2% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 391,046 | $41M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.