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AEE · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AEED
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AEE
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterAEED
Q3 202012 holders, $3.1bn20 holders, $8.7bn
Q4 202011 holders, $3.1bn28 holders, $7.2bn
Q1 20219 holders, $3.2bn26 holders, $7.4bn
Q2 202113 holders, $2.9bn21 holders, $7.5bn
Q3 202112 holders, $2.9bn16 holders, $7.2bn
Q4 202116 holders, $3.4bn18 holders, $8.2bn
Q1 202219 holders, $3.2bn19 holders, $9.3bn
Q2 202221 holders, $2.9bn20 holders, $9.3bn
Q3 202218 holders, $2.1bn17 holders, $7.5bn
Q4 202217 holders, $2.4bn24 holders, $6.3bn
Q1 202316 holders, $2.1bn19 holders, $6.1bn
Q2 202314 holders, $1.8bn12 holders, $5.7bn
Q3 202319 holders, $2.0bn12 holders, $5.4bn
Q4 202312 holders, $2.5bn15 holders, $6.4bn
Q1 202412 holders, $3.1bn10 holders, $6.5bn
Q2 202413 holders, $3.0bn9 holders, $6.2bn
Q3 202413 holders, $4.0bn14 holders, $7.4bn
Q4 202410 holders, $4.1bn13 holders, $6.5bn
Q1 202511 holders, $5.3bn16 holders, $7.0bn
Q2 202513 holders, $5.3bn10 holders, $8.8bn
Q3 202513 holders, $5.6bn8 holders, $9.8bn
Q4 202515 holders, $4.2bn12 holders, $10.5bn
Q1 202618 holders, $5.5bn11 holders, $10.4bn
Q2 202615 holders, $4.7bn13 holders, $12.4bn
AEE

Ameren Corp

Holders
15
Reported value
$4.2bn
Buyers
18
Sellers
12

Breadth +6 among 92 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
12
Reported value
$10.5bn
Buyers
16
Sellers
11

Breadth +5 among 92 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q4 2025

Among the 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AEE (11)

AllianceBernstein LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Soroban Capital Partners LP, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC

Only D (8)

Balyasny Asset Management LLC, Capital Research Global Investors, Dodge & Cox, First Eagle Investment Management LLC, Millennium Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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