This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AEE/capital-change-brief"
Use Arkolith's capital_change_brief for AEE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.6B | 23.8M | ▲+3.6% Added · +830K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.3B | 21.4M | ▼−2.0% Reduced · −428K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.0B | 17.9M | ▲New +17.9M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 15.8M | ▲New +15.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.6B | 14.9M | ▲+2.9% Added · +426K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $838.8M | 7.7M | ▲+4.5% Added · +333K sh | Q1 2026 | |
| 7 | T. Rowe Price Investment Management, Inc. | Withheld | 7.5M | ▼−53% Reduced · −8.4M sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $689.6M | 6.3M | ▼−1.2% Reduced · −79K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $624.6M | 5.7M | ▲+130% Added · +3.2M sh | Q1 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $591.1M | 5.4M | ▲+11% Added · +553K sh | Q1 2026 | |
| 11 | FMR LLC | $551.4M | 5.0M | ▲+1.7% Added · +83K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $346.9M | 3.5M | ▼−1.7% Reduced · −60K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $339.1M | 3.1M | ▼−12% Reduced · −432K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $325.4M | 3.0M | ▼−0.5% Reduced · −15K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $321.8M | 2.9M | ▼−3.2% Reduced · −96K sh | Q1 2026 | |
| 16 | Pictet Asset Management Holding SA | $249.3M | 2.3M | ▲+14% Added · +271K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $249.0M | 2.3M | ▲+6.4% Added · +137K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $246.8M | 2.2M | ▼−5.8% Reduced · −139K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $239.4M | 2.2M | ▲+0.5% Added · +11K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $230.2M | 2.1M | ▲+433% Added · +1.7M sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $214.5M | 2.0M | ▼−1.5% Reduced · −30K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $201.3M | 1.8M | ▲+4.2% Added · +74K sh | Q1 2026 | |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $203.6M | 1.8M | ▲+7.9% Added · +135K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $199.9M | 1.8M | ▲+6.3% Added · +108K sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $180.0M | 1.6M | ▲+44% Added · +503K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Smith Patrick E | Chairman & President of Sub | Grant (A) | 280 | $0 |
| Jul 1, 2026 | Melda Aaron P | Chairman & President of Sub | Grant (A) | 3K | $0 |
| Jul 1, 2026 | Arora Ajay K | EVP of Subsidiary | Grant (A) | 716 | $0 |
| Jun 1, 2026 | Arora Ajay K | EVP of Subsidiary | Grant (A) | 7K | $0 |
| Jun 1, 2026 | Melda Aaron P | Chairman and President | Grant (A) | 4K | $0 |
| May 14, 2026 | Shaw Theresa A | SVP and CATO | Sell (S) | 325 | $35K |
| May 12, 2026 | Shaw Theresa A | SVP and CATO | Sell (S) | 2K | $164K |
| May 1, 2026 | MOEHN MICHAEL L | Group President, Utilities | Sell (S) | 7K | $739K |
| Mar 5, 2026 | BRUNE CATHERINE S | Director | Gift (G) | 450 | $0 |
| Mar 4, 2026 | Martin Ryan J | SVP Finance | Sell (S) | 1K | $147K |
| Mar 3, 2026 | LYONS MARTIN J | Chairman, President & CEO, Director | Sell (S) | 27K | $3.0M |
| Mar 3, 2026 | Schukar Shawn E | Insider | Sell (S) | 5K | $556K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 294 funds | $107.7B |
| MICROSOFT CORPMSFT | 290 funds | $257.5B |
| AMAZON.COM INCAMZN | 287 funds | $194.8B |
| BROADCOM INCAVGO | 285 funds | $141.5B |
| NVIDIA CORPNVDA | 284 funds | $365.6B |
| JPMORGAN CHASE & COJPM | 284 funds | $65.2B |
| VISA INC-CLASS A SHARESV | 284 funds | $56.0B |
| APPLE INCAAPL | 283 funds | $280.8B |
| ALPHABET INC-CL AGOOGL | 283 funds | $159.0B |
| ELI LILLY & COLLY | 282 funds | $70.9B |
| MASTERCARD INC - AMA | 282 funds | $52.3B |
| COSTCO WHOLESALE CORPCOST | 282 funds | $39.7B |
Ranked by how many of AEE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.