AEE Ameren Corporation Common Stock

NYSE · Utilities · Ver en SEC EDGAR ↗
$110,90
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 3, 2026

Acerca de Ameren Corporation Common Stock Descripción general de la empresa de Wikipedia

Ameren Corporation is an American power company created December 31, 1997, by the merger of Union Electric Company of St. Louis, Missouri and the neighboring Central Illinois Public Service Company of Springfield, Illinois. It is now a holding company for several power companies and energy companies. The company is based in St. Louis, with 2.4 million electric, and 900,000 natural gas customers across 64,000 square miles in central and eastern Missouri and the southern four-fifths of Illinois by area.

Leer más

Ameren Corporation is an American power company created December 31, 1997, by the merger of Union Electric Company (formerly NYSE: UEP) of St. Louis, Missouri and the neighboring Central Illinois Public Service Company (CIPSCO Inc. holding, formerly NYSE: CIP) of Springfield, Illinois. It is now a holding company for several power companies and energy companies. The company is based in St. Louis, with 2.4 million electric, and 900,000 natural gas customers across 64,000 square miles in central and eastern Missouri and the southern four-fifths of Illinois by area.

Ameren is the holding company for the following:

Ameren Missouri

Ameren Illinois

Ameren Transmission Company

Ameren Services

The Ameren Missouri subsidiary owns Bagnell Dam on the Osage River, which forms the Lake of the Ozarks. Ameren Missouri is responsible for managing water levels on the lake according to federal regulations.

History

Origins

Prior to the formation of Ameren, the first major development in the history of its constituent parts occurred in 1929, when the Bagnell Dam was completed on the Osage River and generated almost 175 megawatts of hydroelectricity for Missouri's Union Electric Company. The dam also created the Lake of the Ozarks with 1,400 miles (2,300 km) of shoreline.

In 1931, Union Electric Light and Power sought additional generating sources (interurbans being one need) and the company began buying power from the Keokuk, IA dam, 150 miles (240 km) north of St. Louis. Union Electric later bought the dam, providing 134 megawatts of hydroelectricity carried over a longer distance than had ever been achieved before.

By the 1950s Union Electric owned gas operations in and around Alton, Illinois, and acquired other utilities to become the third largest distributor of natural gas in Missouri.

In 1952, Ameren's second major constituent, the Central Illinois Public Service Company, became a major pooled energy power distributor with its future Ameren mate, Union Electric Company. The arrangement formed the Midwest Power Pool system. The CIPS Meredosia, Illinois Power Station became a key contributor to the pool, which also included the later Ameren subsidiary Illinois Power Company.

In 1963 Union Electric completed construction of one of the largest pumped storage plants at that time, the then-350-megawatt Taum Sauk Plant, in Reynolds County, Missouri. In 1984 Union Electric added nuclear energy to the mix, when the Callaway Nuclear Generating Station began providing 1,143 megawatts of power from Callaway County, Missouri.

Ameren history

In 1995 shareholders of both CIPSCO Inc. and of its neighboring utility of twice its size, the S&P 500-listed Union Electric Company, approved the merger of the two companies, which were to then be combined as Ameren Corporation. Both of those former utilities had traded publicly on the New York Stock Exchange, under ticker symbol CIP and UEP, respectively. At the time of the merger, Union Electric had assets of nearly US$600 million, but still carried nearly US$1.8 billion in long-term debt, although down from US$2.5 billion which it had accumulated by the 1980s. CIPSCO had assets of about US$210 million, but still carried nearly half of US$1 billion in long-term debt, which it had also accumulated by the 1980s.

The merger was completed on December 31, 1997, when the two public companies became one, as Ameren Corporation, which then began to trade publicly on the New York Stock Exchange with the ticker symbol AEE. The name Ameren comes from the combination of American energy/ Following the merger, Union Electric began doing business as AmerenUE, now known as Ameren Missouri. Today, with nine power plants Ameren Missouri serves 1.2 million power customers and 110,000 gas customers, primarily in Missouri, where more than half of its customers reside in the St. Louis metropolitan area. It also served Iowa as well through the mid-1990s, and served adjoining parts of Illinois until 2010. The former CIPSCO Inc. utility, Central Illinois Public Service Company, became Ameren's other operating company, doing business as AmerenCIPS.

In 2000, Ameren formed the holding company, AmerenEnergy Resources. It contained two further subsidiaries, AmerenEnergy Marketing, and AmerenEnergy Generating. In 2002, Ameren Corporation announced a voluntary retirement program, which was offered to approximately 1,000 of Ameren's 7,400 current employees, expecting to realize significant long-term savings.

In 2003, Ameren acquired Peoria-based CILCORP, Inc. and its leading subsidiary, Central Illinois Light Company, from AES Corporation. CILCORP had traded on the NYSE with ticker symbol CER prior to its acquisition by AES, and by the mid-1990s had become a member of the S&P Small Cap 600 index. CILCO had been another pioneer utility in the region, which had paid a dividend since 1921. By 1996, it had grown to over US$150 million in assets, and carried US$330 million in long-term debt. Following the 2003 Ameren acquisition, that utility began doing business as AmerenCILCO.

At the end of 2003, Ameren's chairman and chief executive, Charles Mueller, retired and was succeeded in both positions by Gary Rainwater, the company's president and chief operating officer the past two years.

In 2004, Ameren acquired the third partner from the 1952 Midwest Power Pool system, Illinois Power Company, from Dynegy Inc. That utility had traded publicly on the NYSE under the ticker symbol IPC through the 1980s, and paid dividends since 1947. As of the late 1980s, the company generated electricity and natural gas, almost entirely from coal plants, with less than 1% fueled from oil and gas. By then, with about $360 million in assets, it carried long-term debt of over US$2 billion.

In 1991, Illinois Power reorganized as a holding company, Illinova Corporation, which traded on the NYSE with ticker symbol ILN. Illinova had grown to an S&P Midcap 400 stock by 1996, with over US$415 million in assets, and had brought the IP utility's debt down to US$1.8 billion by then. In a merger completed February 1, 2000, Illinova became a wholly owned subsidiary of Dynegy Inc. (NYSE: DYN), in which Chevron Corporation also took a 28% stake. Dynegy in turn had been created in June 1998, from the merger of Chevron's natural gas and natural gas liquids businesses with Dynegy's predecessor, NGC Corp. (former ticker NGL). NGC had been an integrated natural gas services company around since 1994. Following Ameren's acquisition of Illinois Power, that subsidiary began doing business as AmerenIP. The IP acquisition made Ameren the major investor-owned power company in downstate Illinois.

In December 2004, Ameren announced that Patrick T. Stokes, the president and chief executive officer of Anheuser-Busch Cos., Inc., was elected to the Ameren board of directors. In 2009, AmerenUE signed an agreement to purchase 102 megawatts (MW) of wind power from phase II of Horizon Wind Energy's Pioneer Prairie Wind Farm in Iowa, which is enough to power 26,000 households. The power AmerenUE is purchasing will tie into the Midwest Independent System Operator (MISO) transmission grid, of which the company is a member, fulfilling AmerenUE's commitment to add 100 megawatts of renewable capacity to serve its Missouri customers by 2010. On October 1, 2010 Ameren's three Illinois operating companies merged to become Ameren Illinois Company. The merger resulted in a single operating company providing power to most of downstate Illinois. However, the Ameren Illinois service territory is split into three rate zones corresponding to the service territories of the three former Illinois operating companies—Zone I (the former AmerenCIPS), Zone II (the former AmerenCILCO) and Zone III (the former AmerenIP). On the same date, AmerenUE changed its name to Ameren Missouri Company. The former Illinois portion of the AmerenUE territory was transferred to Ameren Illinois Zone I. In 2015, Ameren became the first major energy company to open an Innovation Center at the Research Park, University of Illinois at Urbana-Champaign. In 2016, Ameren was named 10th on Business Insider’s 10 best energy companies to work for in America list. In the report, seventy four percent of employees said their job has high meaning.

Ameren Transmission

Ameren owns and operates transmission lines at the following voltages: 345kV, 230kV, 161kV, 138kV, 69kV and 34.5kV.

Service area

As of 2021, Ameren Illinois and Ameren Missouri distribute electricity and natural gas to most of central and southern Illinois and to much of northern and eastern Missouri. This service area includes the cities of St. Louis and East Saint Louis and surrounding suburbs. It excludes almost all of the Chicago metropolitan area, where about three quarters of Illinois's population resides.

Ownership

As of 2017 Ameren shares are mainly held by institutional investors (Vanguard group, BlackRock, State Street Corporation, among others).

Taum Sauk pumped storage plant

Ameren Missouri owns the Taum Sauk pumped storage plant, which failed on December 14, 2005, causing extensive damage to the east fork of the Black River and to Johnson's Shut-Ins State Park. Consequently, FERC fined Ameren $15 million. The State of Missouri has sued Ameren for actual and punitive damages, alleging Ameren recklessly operated the plant and put financial considerations from sale of power to other companies over safety, maintenance and engineering. The plant was operated by remote control with no one onsite during pumping operations. Rebuilding the upper reservoir of the AmerenUE Taum Sauk pumped-storage hydroelectric plant cost $450 million. The upper reservoir was constructed with roller compacted concrete (RCC); and online in 2010, this 54.5-acre (221,000 m2) reservoir is the largest RCC dam in North America. The 450-megawatt Taum Sauk pumped storage hydroelectric plant began generating electricity again on April 21, 2010.

Environmental issues

Clean Air Act

In 2011 the United States Environmental Protection Agency (EPA) filed suit (Case No. 4:11 CV 77 RWS) against Ameren Missouri concerning excess sulfur (SO2) emissions from the Rush Island Plant in Festus, Missouri United States v. Ameren Missouri, 229 F.Supp.3d 906 (2017) 48295 (D.C., E.D. Missouri, Eastern Division. January 23, 2017).

EPA alleged Ameren violated the Clean Air Act, the Missouri State Implementation Plan, and Ameren's Rush Island Plant Title V Permit when it undertook major modifications at the Rush Island Plant in 2007 through 2010 without obtaining the required permits under the Prevention of Significant Deterioration (PSD) provisions of the New Source Review (NSR) program.

In January 2017 the District Court found that Ameren "...violated the Clean Air Act without obtaining the necessary permits, installing best-available pollution technology, and otherwise meeting applicable requirements." Judge Rodney Sippel entered a finding of liability in January 2017 and ordered a remedy that called for the company to equip its Rush Island coal plant in Jefferson County, Missouri, with scrubbers. Ameren instead decided to close the plant in 2024, 15 years ahead of schedule. Sippel also ordered Ameren to install sulfur dioxide scrubbers on its Labadie plant, also in Missouri, but a federal appeals court overturned that condition even though “the government never provided notice of or alleged” that the plant committed a Clean Air Act violation.

Electric vehicles

Ameren has a history of supporting the adoption of electric vehicles. In 2016, the company attempted to launch a pilot program to install electric vehicle charging stations but state utility regulators turned down oversight of the project. As a result, Ameren canceled the program because it would not recover its investments. However, in early 2018 Ameren tried again, this time launching a program called "Charge Ahead" which incentivizes the installation of around 1,200 charging stations. In addition, the program creates incentives for the adoption of commercial electric vehicles.

Former manufactured gas plant

In the nineteenth and twentieth centuries a local utility company operated a coal gasification plant at the corner of Ash and Orr streets in Columbia, Missouri, that was subsequently demolished. The company was purchased by the Ameren Corporation. The gasification process contaminated the soil and some groundwater in the area with carcinogenic chemicals. In June 2014 Ameren was removing contaminated soil from the area, and expected to finish by September 2014. As of 2019 the city is considering purchasing the lot to create a public park. Ameren has been criticized by the North Village Board of Directors for owning "a whole city block that is in disrepair and for an aversion to commerce."

Lake of the Ozarks

Ameren Missouri sponsors the Adopt-the-Shoreline program, which enables people to “adopt” portions of the shoreline for litter control. They also control other shoreline activities in the Lake of the Ozarks such as the regulation of boat docks, seawalls and other structures within the Osage Project boundary on the lake and downstream from Bagnell Dam. The company maintains the Lake and Shoreline Protection Hotline that anyone who wishes can use to report neglected docks or other concerns they may have about the lake.

Labadie Energy Center

Ameren UE Tower

The Ameren UE Tower is a unique combination of an electricity pylon and a radio tower located near Ameren's headquarters in St. Louis, Missouri, USA at 38.623313 N 90.210840 W. It is a 106.5-metres (with antennas on top 111 metres) tall lattice steel structure, which was built in 2009. It carries two 138 kV circuits on three crossbars approximately in half height.

Unlike other electricity pylons that carries antennas, the height of the Ameren UE Tower is not determined by its function as electricity pylon, but rather by its task as radio tower, which requires a significantly greater height than a pour use as an electricity pylon. The design of the Ameren UE Tower has the disadvantage that the installation of larger antennas with a crane or pulley is significantly hampered by the crossbars and power conductors, requiring the shutdown of the high-voltage circuits.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

AEE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$110.90
Capitalización Bursátil
$30.69B
P/E (TTM)
20.8
BPA (TTM)
$5.35
Ingresos (TTM)
$8.80B
Rendimiento div.
2.5%
ROE
11.5%
Deuda/Capital
1.5
Rango 52S
$97 – $118

AEE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $8.80B
10-point trend, +44.8%
2016-12-31 2025-12-31
BPA $5.35
10-point trend, +99.6%
2016-12-31 2025-12-31
Flujo de caja libre $-775M
10-point trend, -1748.9%
2016-12-31 2025-12-31
Márgenes 16.6%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
AEE
Mediana de Pares
P/E (TTM)
5-point trend, -19.5%
20.8
21.6
P/S (TTM) (P/V (TTM))
5-point trend, -12.6%
3.5
3.3
P/B (P/C)
5-point trend, -12.9%
2.3
2.1
EV / EBITDA
5-point trend, -9.0%
13.9
Price / FCF (Precio / FCF)
5-point trend, -100.8%
-39.6

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
AEE
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, +10.5%
23.0%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +6.7%
16.6%
15.5%
ROA
5-point trend, +6.8%
3.1%
2.8%
ROE
5-point trend, +7.2%
11.5%
10.4%
ROIC
5-point trend, +13.0%
5.6%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
AEE
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, +5.4%
1.5
Current Ratio (Ratio corriente)
5-point trend, -5.5%
0.7
0.9
Quick Ratio (Ratio Rápido)
5-point trend, +10.9%
0.2

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
AEE
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +37.6%
15.4%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +37.6%
3.4%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +37.6%
8.7%
EPS YoY (EPS interanual)
5-point trend, +39.3%
21.0%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +46.8%
23.1%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
AEE
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +39.3%
$5.35

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
AEE
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, -7.4%
52.6%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
2.5%
Ratio de Pago
52.6%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
9 de junio de 2026$0,7500
10 de marzo de 2026$0,7500
9 de diciembre de 2025$0,7100
9 de septiembre de 2025$0,7100
10 de junio de 2025$0,7100
11 de marzo de 2025$0,7100
11 de diciembre de 2024$0,6700
11 de septiembre de 2024$0,6700
12 de junio de 2024$0,6700
12 de marzo de 2024$0,6700
12 de diciembre de 2023$0,6300
12 de septiembre de 2023$0,6300
13 de junio de 2023$0,6300
14 de marzo de 2023$0,6300
6 de diciembre de 2022$0,5900
6 de septiembre de 2022$0,5900
7 de junio de 2022$0,5900
8 de marzo de 2022$0,5900
7 de diciembre de 2021$0,5500
7 de septiembre de 2021$0,5500

AEE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 22 analistas
  • Compra fuerte 5 22,7%
  • Compra 9 40,9%
  • Mantener 8 36,4%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

16 analistas · 2026-08-15
Objetivo mediano $121.00 +9,1%
Objetivo medio $121.50 +9,6%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.03%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $1.13 $1.10 0.03%
31 de marzo de 2026 $1.28 $1.19 0.09%
31 de diciembre de 2025 $0.78 $0.78 -0.00%
30 de septiembre de 2025 $2.17 $2.13 0.04%
30 de junio de 2025 $1.01 $0.99 0.02%
31 de marzo de 2025 $1.07 $1.08 -0.01%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
AEE $27.60B 18.7 15.4% 16.6% 11.5%
D $51.50B 17.0 14.2% 18.2% 10.7%
SRE
ED $35.85B 17.6 10.9% 12.0% 8.4%
PEG $39.99B 19.0 18.2% 17.3% 12.6%
WEC $34.32B 21.9 14.0% 15.9% 11.2%
DTE
CNP $25.03B 24.0 8.3% 11.2% 9.5%
CMS $21.43B 19.8 13.6% 12.5% 12.3%
NI $19.98B 21.4 23.5% 14.2% 10.2%
BKH $5.24B 17.4 8.6% 12.6% 8.0%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 13
Datos anuales de Estado de resultados para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +45.4% $8.80B $7.62B $7.50B $7.96B $6.39B $5.79B $5.91B $6.29B $6.17B $6.08B $6.10B $6.05B
Operating Expenses 12-point trend, +41.1% $6.77B $6.11B $5.94B $6.44B $5.06B $4.49B $4.64B $4.93B $4.76B $4.75B $4.84B $4.80B
Operating Income 12-point trend, +61.6% $2.03B $1.52B $1.56B $1.51B $1.33B $1.30B $1.27B $1.36B $1.41B $1.32B $1.26B $1.25B
Interest Expense 12-point trend, +127.6% $776M $663M $566M $486M $383M $419M $381M $401M $391M $382M $355M $341M
Other Non-op 12-point trend, +508.8% $347M $417M $348M $226M $202M $151M $130M $102M $86M $101M $44M $57M
Pretax Income 12-point trend, +64.6% $1.60B $1.27B $1.34B $1.25B $1.15B $1.03B $1.02B $1.06B $1.10B $1.04B $948M $970M
Income Tax 12-point trend, -63.9% $136M $83M $183M $176M $157M $155M $182M $237M $576M $382M $363M $377M
Net Income 12-point trend, +149.3% $1.46B $1.19B $1.16B $1.08B $995M $877M $834M $821M $529M $659M $630M $586M
EPS (Basic) 12-point trend, +122.3% $5.38 $4.43 $4.39 $4.16 $3.86 $3.53 $3.37 $3.34 $2.16 $2.69 $2.60 $2.42
EPS (Diluted) 12-point trend, +122.9% $5.35 $4.42 $4.38 $4.14 $3.84 $3.50 $3.35 $3.32 $2.14 $2.68 $2.59 $2.40
Shares (Basic) 12-point trend, +11.5% 270,500,000 266,800,000 262,800,000 258,400,000 256,300,000 247,000,000 245,600,000 243,800,000 242,600,000 242,600,000 242,600,000 242,600,000
Shares (Diluted) 12-point trend, +11.4% 272,200,000 267,400,000 263,400,000 259,500,000 257,600,000 248,700,000 247,100,000 245,800,000 244,200,000 243,400,000 243,600,000 244,400,000
EBITDA 12-point trend, +85.2% $3.64B $3.04B $2.99B $2.95B $2.55B $2.38B $2.27B $2.29B $2.33B $2.22B $2.04B $1.96B
Balance general 26
Datos anuales de Balance general para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +160.0% $13M $7M $25M $10M $8M $139M $16M $16M $10M $9M $292M $5M
Receivables 12-point trend, +57.2% $665M $525M $494M $600M $434M $415M $393M $463M $445M $437M $388M $423M
Inventory 12-point trend, +47.7% $774M $762M $733M $667M $592M $521M $494M $483M $522M $527M $538M $524M
Other Current Assets 12-point trend, +144.2% $210M $162M $139M $155M $155M $135M $118M $63M $98M $113M $88M $86M
Current Assets 12-point trend, +51.8% $2.57B $2.26B $2.18B $2.67B $1.97B $1.65B $1.43B $1.53B $1.61B $1.59B $1.92B $1.69B
PP&E (Net) 12-point trend, +125.6% $39.31B $36.30B $33.78B $31.26B $29.26B $26.81B $24.38B $22.81B $21.47B $20.11B $18.80B $17.42B
PP&E (Gross) 10-point trend, +80.1% · · $47.18B $43.84B $41.60B $39.72B $36.65B $34.00B $32.03B $30.12B $27.60B $26.20B
Accum. Depreciation 12-point trend, +69.8% $16.57B $16.50B $15.43B $14.46B $14.21B $13.77B $13.01B $12.27B $11.63B $10.96B $10.35B $9.76B
Goodwill Flat — no change across 12 periods $411M $411M $411M $411M $411M $411M $411M $411M $411M $411M $411M $411M
Other Non-current Assets 12-point trend, +83.5% $1.15B $1.12B $921M $768M $891M $789M $876M $650M $522M $538M $575M $629M
Total Assets 12-point trend, +117.5% $48.48B $44.60B $40.83B $37.90B $35.73B $32.03B $28.93B $27.21B $25.95B $24.70B $23.64B $22.29B
Accounts Payable 12-point trend, +76.4% $1.25B $1.06B $1.14B $1.16B $1.09B $958M $874M $817M $902M $805M $777M $711M
Short-term Debt 12-point trend, -9.9% $643M $1.14B $536M $1.07B $545M $490M $440M $597M $484M $558M $301M $714M
Current Liabilities 12-point trend, +73.7% $3.91B $3.41B $3.35B $3.37B $2.83B $2.18B $2.50B $2.69B $2.94B $2.67B $2.09B $2.25B
Capital Leases 3-point trend, +151.7% $73M $67M · · · · $29M · · · · ·
Deferred Tax 6-point trend, -19.4% · · · · · · $2.88B $2.62B $2.51B $4.26B $3.88B $3.57B
Other Non-current Liabilities 12-point trend, +5.1% $540M $487M $426M $340M $414M $503M $467M $408M $460M $477M $531M $514M
Long-term Debt 12-point trend, +210.8% $19.43B $17.80B $16.11B $14.15B $13.18B $11.19B $9.44B $8.51B $8.00B $7.33B $7.33B $6.25B
Total Debt 12-point trend, +185.2% $19.83B $18.72B $16.51B $15.10B $13.61B $11.58B $9.80B $9.04B $8.42B $7.83B $7.58B $6.95B
Common Stock 12-point trend, +50.0% $3M $3M $3M $3M $3M $3M $2M $2M $2M $2M $2M $2M
Paid-in Capital 12-point trend, +44.3% $8.11B $7.51B $7.22B $6.86B $6.50B $6.18B $5.69B $5.63B $5.54B $5.56B $5.62B $5.62B
Retained Earnings 12-point trend, +379.8% $5.29B $4.60B $4.14B $3.65B $3.18B $2.76B $2.38B $2.02B $1.66B $1.57B $1.33B $1.10B
AOCI 12-point trend, +100.0% $0 $-6M $-6M $-1M $13M $-1M $-17M $-22M $-18M $-23M $-3M $-9M
Stockholders' Equity 12-point trend, +99.6% $13.40B $12.11B $11.35B $10.51B $9.70B $8.94B $8.06B $7.63B $7.18B $7.10B $6.95B $6.71B
Liabilities + Equity 12-point trend, +117.5% $48.48B $44.60B $40.83B $37.90B $35.73B $32.03B $28.93B $27.21B $25.95B $24.70B $23.64B $22.29B
Shares Outstanding 12-point trend, +13.9% 276,400,000 269,900,000 266,300,000 262,000,000 257,700,000 253,300,000 246,200,000 244,500,000 242,600,000 242,600,000 242,600,000 242,600,000
Flujo de Efectivo 17
Datos anuales de Flujo de Efectivo para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +127.0% $1.61B $1.52B $1.43B $1.37B $1.22B $1.15B $1.00B $938M $876M $835M $777M $710M
Stock-based Comp 12-point trend, +12.0% $28M $28M $26M $24M $22M $21M $20M $20M $17M $17M $24M $25M
Other Non-cash 12-point trend, +9.6% $252M $24M $-51M $-278M $-575M $-256M $314M $391M $688M $618M $586M $230M
Operating Cash Flow 12-point trend, +114.2% $3.35B $2.76B $2.56B $2.26B $1.66B $1.73B $2.17B $2.17B $2.12B $2.12B $2.03B $1.56B
CapEx 12-point trend, +131.3% $4.13B $4.32B $3.60B $3.35B $3.48B $3.23B $2.41B $2.29B $2.13B $2.08B $1.92B $1.78B
Investing Cash Flow 12-point trend, -141.4% $-4.14B $-4.46B $-3.80B $-3.37B $-3.53B $-3.33B $-2.44B $-2.34B $-2.20B $-2.16B $-1.98B $-1.72B
Debt Issued 12-point trend, +118.3% $1.96B $2.54B $2.29B $1.47B $2.00B $2.18B $1.53B $1.35B $1.34B $396M $1.20B $898M
Net Debt Issued 12-point trend, +118.3% $1.96B $2.54B $2.29B $1.47B $2.00B $2.18B $1.53B $1.35B $1.34B $389M $1.20B $898M
Stock Issued 10-point trend, +574000000.00 $574M $273M $346M $333M $308M $476M $68M $74M $0 $0 · ·
Stock Repurchased 4-point trend, -100.0% · · · · · · $0 $0 $24M $51M · ·
Net Stock Activity 8-point trend, +675.7% $574M $273M $346M $333M $308M $476M $68M $74M · · · ·
Dividends Paid 12-point trend, +96.9% $768M $714M $662M $610M $565M $494M $472M $451M $431M $416M $402M $390M
Financing Cash Flow 12-point trend, +596.1% $884M $1.75B $1.29B $1.17B $1.72B $1.73B $334M $205M $102M $-258M $232M $127M
Net Change in Cash 11-point trend, +468.0% $92M $56M $56M $61M $-146M $125M $69M · $1M $-283M $287M $-25M
Taxes Paid 12-point trend, -1055.6% $-312M $-92M $-24M $-8M $-1M $13M $13M $21M $-19M $-12M $-15M $-27M
Free Cash Flow 12-point trend, -231.2% $-775M $-1.56B $-1.03B $-1.09B $-1.29B $-942M $-241M $-116M $-28M $47M $100M $-234M
Levered FCF 12-point trend, -235.6% $-1.48B $-2.18B $-1.52B $-1.51B $-1.62B $-1.30B $-554M $-427M $-215M $-195M $-119M $-442M
Rentabilidad 7
Datos anuales de Rentabilidad para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, +11.1% 23.0% 19.9% 20.8% 19.0% 20.8% 22.4% 21.4% 21.6% 23.6% 22.7% 20.6% 20.7%
Net Margin 12-point trend, +71.5% 16.6% 15.6% 15.4% 13.6% 15.6% 15.1% 14.1% 13.1% 8.5% 10.8% 10.3% 9.7%
Pretax Margin 12-point trend, +13.2% 18.1% 16.7% 17.9% 15.8% 18.0% 17.8% 17.2% 16.8% 17.9% 17.1% 15.6% 16.0%
EBITDA Margin 12-point trend, +27.4% 41.3% 39.9% 39.9% 37.1% 39.9% 41.2% 38.4% 36.5% 37.8% 36.5% 33.4% 32.5%
ROA 12-point trend, +17.2% 3.1% 2.8% 2.9% 2.9% 2.9% 2.9% 3.0% 3.1% 2.1% 2.7% 2.7% 2.7%
ROE 12-point trend, +29.5% 11.5% 10.1% 10.6% 10.7% 10.7% 10.3% 10.6% 11.1% 7.3% 9.3% 9.2% 8.8%
ROIC 12-point trend, -0.5% 5.6% 4.6% 4.8% 5.1% 4.9% 5.4% 5.8% 6.3% 4.5% 5.9% 5.3% 5.6%
Liquidez y Solvencia 5
Datos anuales de Liquidez y Solvencia para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -27.7% 0.7 0.7 0.7 0.8 0.7 0.8 0.6 0.6 0.5 0.6 0.9 0.9
Quick Ratio 12-point trend, -8.8% 0.2 0.2 0.2 0.2 0.2 0.3 0.2 0.2 0.2 0.2 0.3 0.2
Debt / Equity 12-point trend, +42.8% 1.5 1.5 1.5 1.4 1.4 1.3 1.2 1.2 1.2 1.1 1.1 1.0
LT Debt / Equity 12-point trend, +49.1% 1.4 1.4 1.3 1.3 1.3 1.2 1.1 1.0 1.0 0.9 1.0 0.9
Interest Coverage 12-point trend, -29.0% 2.6 2.3 2.8 3.1 3.5 3.1 3.3 3.4 3.7 3.6 3.5 3.7
Eficiencia 2
Datos anuales de Eficiencia para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -31.7% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3 0.3
Receivables Turnover 12-point trend, +1.0% 14.8 15.0 13.7 15.4 15.1 14.3 13.8 13.9 14.0 14.7 15.0 14.6
Por Acción 6
Datos anuales de Por Acción para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +75.2% $48.48 $44.88 $42.62 $40.11 $37.64 $35.29 $32.73 $31.21 $29.61 $29.28 $28.63 $27.67
Revenue / Share 12-point trend, +30.5% $32.33 $28.51 $28.47 $30.66 $24.82 $23.30 $23.92 $25.59 $25.29 $24.96 $25.03 $24.77
Cash Flow / Share 12-point trend, +94.1% $12.32 $10.33 $9.73 $8.72 $6.45 $6.94 $8.78 $8.83 $8.62 $8.72 $8.28 $6.35
Cash / Share 12-point trend, +128.2% $0.05 $0.03 $0.09 $0.04 $0.03 $0.55 $0.07 $0.07 $0.04 $0.04 $1.20 $0.02
Dividend Paid / Share 12-point trend, +76.4% $3 $3 $3 $2 $2 $2 $2 $2 $2 $2 $2 $2
EPS (TTM) 12-point trend, +122.9% $5.35 $4.42 $4.38 $4.14 $3.84 $3.50 $3.35 $3.32 $2.14 $2.68 $2.59 $2.40
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +48.9% 15.4% 1.6% -5.7% 24.4% 10.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -62.0% 3.4% 6.0% 9.0% · · · · · · · · ·
Revenue CAGR 5Y 8.7% · · · · · · · · · · ·
EPS YoY 5-point trend, +116.7% 21.0% 0.91% 5.8% 7.8% 9.7% · · · · · · ·
EPS CAGR 3Y 3-point trend, +14.9% 8.9% 4.8% 7.8% · · · · · · · · ·
EPS CAGR 5Y 8.9% · · · · · · · · · · ·
Net Income YoY 5-point trend, +71.6% 23.1% 2.6% 7.2% 8.4% 13.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +9.8% 10.6% 6.1% 9.7% · · · · · · · · ·
Net Income CAGR 5Y 10.8% · · · · · · · · · · ·
Dividend CAGR 5Y 9.2% · · · · · · · · · · ·
Valoración (TTM) 17
Datos anuales de Valoración (TTM) para AEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +45.4% $8.80B $7.62B $7.50B $7.96B $6.39B $5.79B $5.91B $6.29B $6.17B $6.08B $6.10B $6.05B
Net Income TTM 12-point trend, +149.3% $1.46B $1.19B $1.16B $1.08B $995M $877M $834M $821M $529M $659M $630M $586M
Market Cap 12-point trend, +146.6% $27.60B $24.06B $19.26B $23.30B $22.94B $19.77B $18.91B $15.95B $14.31B $12.73B $10.49B $11.19B
Enterprise Value 12-point trend, +161.4% $47.42B $42.77B $35.75B $38.38B $36.54B $31.21B $28.69B $24.97B $22.72B $20.55B $17.77B $18.14B
P/E 12-point trend, -2.9% 18.7 20.2 16.5 21.5 23.2 22.3 22.9 19.6 27.6 19.6 16.7 19.2
P/S 12-point trend, +69.7% 3.1 3.2 2.6 2.9 3.6 3.4 3.2 2.5 2.3 2.1 1.7 1.8
P/B 12-point trend, +23.5% 2.1 2.0 1.7 2.2 2.4 2.2 2.3 2.1 2.0 1.8 1.5 1.7
P / Tangible Book 6-point trend, -8.4% 2.1 2.1 1.8 2.3 2.5 2.3 · · · · · ·
P / Cash Flow 12-point trend, +14.1% 8.2 8.7 7.5 10.3 13.8 11.4 8.7 7.3 6.8 6.0 5.2 7.2
P / FCF 12-point trend, +25.5% -35.6 -15.5 -18.6 -21.4 -17.7 -21.0 -78.5 -137.5 -511.1 270.8 104.9 -47.8
EV / EBITDA 12-point trend, +41.1% 13.0 14.1 12.0 13.0 14.3 13.1 12.6 10.9 9.7 9.3 8.7 9.2
EV / FCF 12-point trend, +21.1% -61.2 -27.5 -34.6 -35.3 -28.3 -33.1 -119.0 -215.2 -811.4 437.3 177.7 -77.5
EV / Revenue 12-point trend, +79.8% 5.4 5.6 4.8 4.8 5.7 5.4 4.9 4.0 3.7 3.4 2.9 3.0
Dividend Yield 12-point trend, -20.1% 2.8% 3.0% 3.4% 2.6% 2.5% 2.5% 2.5% 2.8% 3.0% 3.3% 3.8% 3.5%
Earnings Yield 12-point trend, +3.1% 5.4% 5.0% 6.0% 4.7% 4.3% 4.5% 4.4% 5.1% 3.6% 5.1% 6.0% 5.2%
Payout Ratio 12-point trend, -21.0% 52.6% 60.2% 57.2% 56.5% 56.8% 56.3% 56.6% 54.9% 82.4% 63.7% 63.8% 66.5%
Annual Payout 12-point trend, +96.9% $768M $714M $662M $610M $565M $494M $472M $451M $431M $416M $402M $390M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $8.80B$7.62B$7.50B$7.96B$6.39B
Margen Operativo % 23.0%19.9%20.8%19.0%20.8%
Beneficio neto $1.46B$1.19B$1.16B$1.08B$995M
EPS Diluido $5.35$4.42$4.38$4.14$3.84
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 1.51.51.51.41.4
Ratio corriente 0.70.70.70.80.7
Ratio Rápido 0.20.20.20.20.2
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $-775M$-1.56B$-1.03B$-1.09B$-1.29B

Últimas noticias Noticias recientes que mencionan a esta empresa

Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

📊

Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Propietarios institucionales (13F) 1 009 declarantes · $14.9B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
105 (-29 vs trimestre anterior) 71 (+11 vs trimestre anterior) 378 (+9 vs trimestre anterior) 238 (+21 vs trimestre anterior) +69.1M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD CAPITAL MANAGEMENT LLC $2 040 465 258 18 050 825 13,73% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $1 809 972 741 16 011 790 12,18% Acciones
STATE STREET CORP $1 715 000 603 15 171 626 11,54% Acciones
GEODE CAPITAL MANAGEMENT, LLC $777 123 139 6 903 692 5,23% Acciones
AMERIPRISE FINANCIAL INC $626 943 411 5 546 171 4,22% Acciones
FMR LLC $417 885 082 3 696 789 2,81% Acciones
ALLIANCEBERNSTEIN L.P. $380 746 832 3 463 854 2,56% Acciones
Pictet Asset Management Holding SA $272 977 131 2 414 872 1,84% Acciones
BARCLAYS PLC $257 465 329 2 277 648 1,73% Acciones
Point72 Asset Management, L.P. $241 863 775 2 139 630 1,63% Acciones
CITADEL ADVISORS LLC $200 609 375 1 774 676 1,35% Acciones
VANGUARD FIDUCIARY TRUST CO $175 730 288 1 554 585 1,18% Acciones
JENNISON ASSOCIATES LLC $154 338 599 1 365 345 1,04% Acciones
VANGUARD GROUP INC $150 780 611 1 509 920 1,01% Acciones
ANTIPODES PARTNERS Ltd $145 282 738 1 285 233 0,98% Acciones
Soroban Capital Partners LP $141 098 902 1 248 221 0,95% Acciones
Maple-Brown Abbott Ltd $136 933 494 1 363 770 0,92% Acciones
DUFF & PHELPS INVESTMENT MANAGEMENT CO $136 334 831 1 206 076 0,92% Acciones
Qube Research & Technologies Ltd $113 835 010 1 007 033 0,77% Acciones
AQR CAPITAL MANAGEMENT LLC $105 834 275 936 255 0,71% Acciones
DIMENSIONAL FUND ADVISORS LP $105 492 902 933 235 0,71% Acciones
MILLENNIUM MANAGEMENT LLC $99 279 302 878 267 0,67% Acciones
Nuveen Asset Management, LLC $93 609 390 1 050 139 0,63% Acciones
GOLDMAN SACHS GROUP INC $92 230 828 815 913 0,62% Acciones
Swiss National Bank $88 193 808 780 200 0,59% Acciones
ExodusPoint Capital Management, LP $86 434 566 764 637 0,58% Acciones
BANK OF AMERICA CORP /DE/ $85 260 533 754 251 0,57% Acciones
BlackRock, Inc. $83 436 180 738 112 0,56% Acciones
LAZARD ASSET MANAGEMENT LLC $81 653 540 722 342 0,55% Acciones
Clark Capital Management Group, Inc. $79 425 907 702 635 0,53% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $75 588 718 668 690 0,51% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $75 325 900 666 365 0,51% Acciones
Sumitomo Mitsui Trust Group, Inc. $73 719 036 652 150 0,50% Acciones
Homestead Advisers Corp $72 282 185 639 439 0,49% Acciones
Covalis Capital LLP $71 186 488 629 746 0,48% Acciones
Nuveen, LLC $70 344 227 622 295 0,47% Acciones
Vanguard Global Advisers, LLC $67 554 513 597 616 0,45% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $66 507 649 588 355 0,45% Acciones
Caisse de depot et placement du Quebec $62 247 172 550 665 0,42% Acciones
UniSuper Management Pty Ltd $62 238 015 550 584 0,42% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $61 468 891 543 780 0,41% Acciones
Balyasny Asset Management L.P. $61 336 634 542 610 0,41% Acciones
Quantinno Capital Management LP $61 187 047 541 286 0,41% Acciones
ROYAL BANK OF CANADA $57 770 000 511 055 0,39% Acciones
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $56 883 310 503 214 0,38% Acciones
BNP PARIBAS FINANCIAL MARKETS $54 860 234 485 317 0,37% Acciones
California Public Employees Retirement System $54 673 944 483 669 0,37% Acciones
GABELLI FUNDS LLC $54 507 888 482 200 0,37% Acciones
Energy Income Partners, LLC $53 928 897 477 078 0,36% Acciones
RHUMBLINE ADVISERS $52 475 436 464 221 0,35% Acciones
RENAISSANCE TECHNOLOGIES LLC $49 534 128 438 200 0,33% Acciones
HITE Hedge Asset Management LLC $47 061 491 416 326 0,32% Acciones
Legal & General Group Plc $45 368 150 401 346 0,31% Acciones
WORLDQUANT MILLENNIUM ADVISORS LLC $45 242 564 400 235 0,30% Acciones
National Pension Service $44 537 195 393 995 0,30% Acciones
Aventail Capital Group, LP $44 100 973 390 136 0,30% Acciones
REAVES W H & CO INC $41 425 317 366 466 0,28% Acciones
MIZUHO MARKETS AMERICAS LLC $40 016 160 354 000 0,27% Acciones
CIBC Private Wealth Group LLC $39 445 724 377 905 0,27% Acciones
Hudson Bay Capital Management LP $38 601 690 341 487 0,26% Acciones
VICTORY CAPITAL MANAGEMENT INC $37 133 640 328 500 0,25% Acciones
PRINCIPAL FINANCIAL GROUP INC $36 671 307 324 410 0,25% Acciones
CHILTON CAPITAL MANAGEMENT LLC $34 825 703 308 083 0,23% Acciones
Magellan Asset Management Ltd $34 551 128 305 654 0,23% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $34 502 459 313 887 0,23% Acciones
LPL Financial LLC $33 761 701 298 671 0,23% Acciones
GATEWAY INVESTMENT ADVISERS LLC $33 116 862 292 966 0,22% Acciones
Yaupon Capital Management LP $32 110 708 284 065 0,22% Acciones
Gotham Asset Management, LLC $31 574 672 279 323 0,21% Acciones
Vanguard Investments Australia, Ltd. $31 210 570 276 102 0,21% Acciones
Lighthouse Investment Partners, LLC $29 342 471 259 576 0,20% Acciones
MILFORD FUNDS LTD $27 789 528 245 838 0,19% Acciones
CIBC Asset Management Inc $27 699 209 245 039 0,19% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $27 143 617 240 124 0,18% Acciones
BANK OF MONTREAL /CAN/ $25 287 613 223 705 0,17% Acciones
JANUS HENDERSON GROUP PLC $24 684 075 224 564 0,17% Acciones
MARTINGALE ASSET MANAGEMENT L P $22 805 820 201 750 0,15% Acciones
Northwest & Ethical Investments L.P. $22 769 421 201 428 0,15% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $22 611 052 200 027 0,15% Acciones
ENVESTNET ASSET MANAGEMENT INC $22 368 454 197 889 0,15% Acciones
MACQUARIE GROUP LTD $21 825 989 193 082 0,15% Acciones
BRAUN STACEY ASSOCIATES INC $21 409 550 189 398 0,14% Acciones
NATIXIS $20 917 487 185 045 0,14% Acciones
Verition Fund Management LLC $20 812 020 184 112 0,14% Acciones
Mitsubishi UFJ Trust & Banking Corp $20 372 634 180 225 0,14% Acciones
MORGAN STANLEY $20 303 959 179 617 0,14% Acciones
SummitTX Capital, L.P. $19 427 846 171 867 0,13% Acciones
APG Asset Management N.V. $18 859 675 190 749 0,13% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $18 465 241 167 988 0,12% Acciones
JONES FINANCIAL COMPANIES LLLP $18 182 493 153 672 0,12% Acciones
Asset Management One Co., Ltd. $18 149 551 165 116 0,12% Acciones
COMMERCE BANK $17 952 447 158 815 0,12% Acciones
Korea Investment CORP $17 951 091 158 803 0,12% Acciones
Stack Financial Management, Inc $17 647 127 156 114 0,12% Acciones
AMERICAN CENTURY COMPANIES INC $17 493 376 154 753 0,12% Acciones
MONETA GROUP INVESTMENT ADVISORS LLC $17 313 187 153 160 0,12% Acciones
RAYMOND JAMES FINANCIAL INC $17 043 577 150 775 0,11% Acciones
UBS Group AG $17 025 633 150 616 0,11% Acciones
ADAMS DIVERSIFIED EQUITY FUND, INC. $16 526 448 146 200 0,11% Acciones
Squarepoint Ops LLC $16 374 635 144 857 0,11% Acciones

Informantes de la empresa 84 insiders · 15 directivos · 32 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Martin J Lyons Chairman, President & CEO 3 de marzo de 2026 S 282 681 0 1 $-2 999 325
Thomas R Voss Chairman & CEO 10 de marzo de 2014 M 132 624 0 0 $0
Andrew M Serri President & CEO of Subsidiary 1 de marzo de 2011 F 11 331 0 0 $0
Aaron P Melda Chairman & President of Sub 1 de julio de 2026 A 6 251 0 0 $0
Patrick E Smith Chairman & President of Sub 1 de julio de 2026 A 20 275 0 0 $0
Ajay K Arora EVP of Subsidiary 1 de julio de 2026 A 23 119 0 0 $0
Chonda J Nwamu Executive Vice President 4 de marzo de 2025 S 43 344 0 0 $0
Stephen C Lee VP, INTERIM GC & SECRETARY 28 de febrero de 2025 F 5 704 0 0 $0
Warner L Baxter Executive Chairman 2 de marzo de 2023 S 207 272 0 0 $0
Bruce A Steinke SVP, Finance & CAO 1 de marzo de 2021 S 54 617 0 0 $0
Gregory L Nelson SVP, GC & Secretary 1 de marzo de 2019 S 42 759 0 0 $0
Jerre E Birdsong Vice President & Treasurer 8 de marzo de 2013 M 18 996 0 0 $0
Michael G Mueller Vice President of Subsidiary 1 de marzo de 2011 F 9 115 0 0 $0
Karen C Foss Sr. Vice Pres. of Subsidiary 24 de febrero de 2011 A 0 0 $0
Gary L Rainwater Exec. Chmn 1 de marzo de 2010 F 65 842 0 0 $0
Catherine S Brune Consejero 5 de marzo de 2026 G 26 628 0 0 $0
Steven O Vondran Consejero 5 de enero de 2026 A 3 597 0 0 $0
Ellen M Fitzsimmons Consejero 5 de enero de 2026 A 53 026 0 0 $0
Richard J Harshman Consejero 5 de enero de 2026 A 22 135 0 1 $-262 250
Rafael Flores Consejero 19 de febrero de 2025 S 14 107 0 0 $0
Noelle K Eder Consejero 3 de enero de 2025 A 16 609 0 0 $0
Ward H. Dickson Consejero 3 de enero de 2025 A 16 778 0 0 $0
Leo S. Mackay Jr. Consejero 3 de enero de 2025 A 9 865 0 0 $0
Steven H Lipstein Consejero 3 de enero de 2025 A 38 476 0 0 $0
James C Johnson Consejero 3 de enero de 2025 A 60 196 0 0 $0
Kimberly J Harris Consejero 3 de enero de 2025 A 3 939 0 0 $0
Edward J Coleman Consejero 3 de enero de 2024 A 23 252 0 0 $0
Gayle P W Jackson Consejero 2 de enero de 2019 A 30 449 0 0 $0
Walter J Galvin Consejero 2 de enero de 2019 A 30 683 0 0 $0
Jackie D Woodard Consejero 31 de diciembre de 2015 A 29 714 0 0 $0
Patrick T Stokes Consejero 9 de enero de 2015 A 29 328 0 0 $0
Stephen F Brauer Consejero 10 de enero de 2013 A 19 206 0 0 $0
Charles W Mueller Consejero 10 de enero de 2011 A 56 364 0 0 $0
Harvey Saligman Consejero 10 de enero de 2011 A 24 068 0 0 $0
Susan S Elliott Consejero 13 de enero de 2010 A 11 729 0 0 $0
Douglas R Oberhelman Consejero 13 de enero de 2010 A 12 155 0 0 $0
Richard A Liddy Consejero 11 de enero de 2008 A 15 555 0 0 $0
LOHMAN GORDON R Consejero 11 de enero de 2008 A 9 434 0 0 $0
Richard Anthony Lumpkin Consejero 12 de enero de 2007 A 12 243 0 0 $0
Paul L Miller JR Consejero 1 de julio de 2005 S 4 617 0 0 $0
Thomas A Hays Consejero 6 de enero de 2005 A 14 657 0 0 $0
GREENWALT CLIFFORD L Consejero 6 de enero de 2005 A 20 769 0 0 $0
CORNELIUS WILLIAM E Consejero 30 de junio de 2003 L 4 510 0 0 $0
MERRIMAN HANNE M Consejero 31 de marzo de 2003 L 5 180 0 0 $0
Theresa A Shaw 14 de agosto de 2026 S 32 340 0 1 $-35 402
Michael L Moehn 3 de agosto de 2026 S 199 689 0 4 $-2 779 595
Shawn E Schukar 3 de marzo de 2026 S 56 830 0 1 $-556 404
David Matthew Feinberg 5 de febrero de 2026 A 8 260 0 0 $0
Craig S Ivey 5 de enero de 2026 A 16 597 0 0 $0
Cynthia J Brinkley 5 de enero de 2026 A 13 494 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 163 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
UTES · ETFis Series Trust I 3,79% 530 340 NS 30 de abril de 2026 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3,25% 158 993 SH 8 de agosto de 2026 Diario
FXU · First Trust Exchange-Traded AlphaDE… 2,58% 203 436 NS 30 de abril de 2026 N-PORT
PUI · Invesco Exchange-Traded Fund Trust 2,54% 12 716 SH 8 de agosto de 2026 Diario
VPU · VANGUARD WORLD FUND 1,99% 1 893 953 SH 8 de agosto de 2026 Diario
FUTY · FIDELITY COVINGTON TRUST 1,92% 414 435 NS 30 de abril de 2026 N-PORT
IDU · iShares Trust 1,88% 235 794 SH 8 de agosto de 2026 Diario
FPWR · First Trust Exchange-Traded Fund IV 1,75% 4 126 NS 30 de abril de 2026 N-PORT
UPW · ProShares Trust 1,61% 2 874 NS 31 de mayo de 2026 N-PORT
LOWV · AB Active ETFs, Inc. 1,36% 25 789 NS 31 de mayo de 2026 N-PORT
JXI · iShares Trust 1,35% 38 058 SH 8 de agosto de 2026 Diario
UTSL · Direxion Shares ETF Trust 1,34% 5 130 NS 30 de abril de 2026 N-PORT
ALTL · Pacer Funds Trust 1,34% 11 350 NS 30 de abril de 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 1,22% 3 857 NS 31 de mayo de 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 1,19% 785 274 SH 8 de agosto de 2026 Diario
POWR · iShares, Inc. 1,16% 48 808 SH 8 de agosto de 2026 Diario
HUSV · First Trust Exchange-Traded Fund III 1,16% 7 386 NS 30 de abril de 2026 N-PORT
VRAI · ETFis Series Trust I 1,09% 1 761 NS 30 de abril de 2026 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 0,97% 346 253 NS 30 de abril de 2026 N-PORT
TGLB · T. Rowe Price Exchange-Traded Funds… 0,92% 1 790 NS 30 de abril de 2026 N-PORT
IFRA · iShares Trust 0,84% 354 856 SH 8 de agosto de 2026 Diario
EIPX · First Trust Exchange-Traded Fund IV 0,71% 33 075 NS 30 de abril de 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 0,69% 8 281 SH 8 de agosto de 2026 Diario
LRGC · AB Active ETFs, Inc. 0,69% 79 519 NS 31 de mayo de 2026 N-PORT
QLV · FlexShares Trust 0,54% 8 099 NS 30 de abril de 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0,54% 1 777 440 SH 8 de agosto de 2026 Diario
SMIZ · Zacks Trust 0,54% 12 841 NS 31 de mayo de 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0,52% 59 971 NS 30 de abril de 2026 N-PORT
EIPI · First Trust Exchange-Traded Fund VI… 0,51% 49 432 NS 31 de mayo de 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,39% 15 252 NS 30 de abril de 2026 N-PORT
HDV · iShares Trust 0,38% 513 156 SH 8 de agosto de 2026 Diario
REVS · Columbia ETF Trust I 0,36% 8 945 NS 30 de abril de 2026 N-PORT
EQIN · Columbia ETF Trust I 0,33% 8 125 NS 30 de abril de 2026 N-PORT
QUAL · iShares Trust 0,33% 1 441 335 SH 8 de agosto de 2026 Diario
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,30% 11 720 NS 30 de abril de 2026 N-PORT
BSCQ · Invesco Exchange-Traded Self-Indexe… 0,30% 10 685 000 8 de agosto de 2026 Diario
VO · VANGUARD INDEX FUNDS 0,30% 5 996 696 SH 8 de agosto de 2026 Diario
IWS · iShares Trust 0,29% 417 080 SH 8 de agosto de 2026 Diario
ESLG · Strategy Shares 0,29% 489 NS 30 de abril de 2026 N-PORT
CSM · ProShares Trust 0,27% 13 143 NS 31 de mayo de 2026 N-PORT
USMV · iShares Trust 0,27% 601 005 SH 8 de agosto de 2026 Diario
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,27% 50 981 NS 30 de abril de 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,26% 3 173 NS 30 de abril de 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,25% 33 529 NS 30 de abril de 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,24% 9 086 NS 31 de mayo de 2026 N-PORT
IMCV · iShares Trust 0,24% 25 612 SH 8 de agosto de 2026 Diario
DEUS · DBX ETF Trust 0,23% 5 878 NS 29 de mayo de 2026 N-PORT
FDLO · FIDELITY COVINGTON TRUST 0,23% 27 688 NS 30 de abril de 2026 N-PORT
IWR · iShares Trust 0,21% 1 125 468 SH 8 de agosto de 2026 Diario
IMCB · iShares Trust 0,20% 31 830 SH 8 de agosto de 2026 Diario