| 0.08% |
| 4 | STATE STREET CORP | 15.2M | $1.72B | +1.6% | 5.482% | 0.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 7.8M | $880.8M | +2.1% | 2.826% | 0.05% |
| 6 | FRANKLIN RESOURCES INC | 6.1M | $689.4M | +7.3% | 2.204% | 0.15% |
| 7 | AMERIPRISE FINANCIAL INC | 5.9M | $671.1M | -5.4% | 2.145% | 0.14% |
| 8 | Jupiter Topco LLC | 5.1M | $578.3M | — | 1.848% | 0.24% |
| 9 | FMR LLC | 4.8M | $541.0M | -4.6% | 1.729% | 0.02% |
| 10 | Invesco Ltd. | 4.5M | $509.9M | -1.0% | 1.630% | 0.04% |
| 11 | GOLDMAN SACHS GROUP INC | 3.7M | $415.6M | +19.2% | 1.328% | 0.04% |
| 12 | MORGAN STANLEY | 3.4M | $384.6M | +16.2% | 1.230% | 0.02% |
| 13 | ALLIANCEBERNSTEIN L.P. | 3.5M | $380.7M | -0.3% | 1.252% | 0.13% |
| 14 | WELLS FARGO & COMPANY/MN | 2.9M | $330.7M | -1.2% | 1.057% | 0.05% |
| 15 | BARCLAYS PLC | 2.6M | $291.4M | +57.4% | 0.931% | 0.06% |
| 16 | Pictet Asset Management Holding SA | 2.4M | $273.0M | +6.5% | 0.873% | 0.26% |
| 17 | Nuveen, LLC | 2.4M | $269.4M | +6.2% | 0.861% | 0.06% |
| 18 | DEUTSCHE BANK AG\ | 2.2M | $253.5M | +58.8% | 0.810% | 0.07% |
| 19 | BANK OF AMERICA CORP /DE/ | 2.2M | $245.9M | -4.0% | 0.786% | 0.02% |
| 20 | Point72 Asset Management, L.P. | 2.1M | $241.9M | +207.5% | 0.773% | 0.27% |
| 21 | NORTHERN TRUST CORP | 2.1M | $238.5M | -3.1% | 0.762% | 0.03% |
| 22 | Legal & General Group Plc | 1.9M | $213.2M | -3.4% | 0.681% | 0.04% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $210.9M | +1.8% | 0.674% | 0.03% |
| 24 | CITADEL ADVISORS LLC | 1.8M | $205.3M | -2.0% | 0.656% | 0.01% |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.8M | $204.0M | -2.8% | 0.642% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AEE — a direct measure of their conviction.
| 82.11% |
| +0.23 pp |
| $17.13B |
| +10% |
| Q4 2024 | 717 | +8.1% | 81.88% | +1.92 pp | $15.52B | +8.0% |
| Q3 2024 | 663 | — | 79.96% | — | $14.37B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
95 institutions opened new positions in AEE during Q2 2026, while 76 fully exited. 667 added to existing positions and 156 trimmed.
AEE institutional ownership rose by 3.96 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 53.2% of all reported 13F value in AEE, and the top 25 account for 71.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.