AEE Ameren Corporation Common Stock

NYSE · Utilities · SEC EDGAR에서 보기 ↗
$108.53
가격 · 8월 21, 2026
기준 재무 정보 8월 3, 2026

Ameren Corporation Common Stock 정보 위키백과 회사 개요

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.

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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.

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

AEE 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

가격
$108.53
시가총액
$30.03B
P/E (TTM)
20.3
EPS (TTM)
$5.35
매출 (TTM)
$8.80B
배당 수익률
2.6%
ROE
11.5%
부채/자본
1.5
52주 범위
$97 – $118

AEE 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

10년 성과 매출, 순이익, 마진 및 EPS 추세

매출 및 순이익 $8.80B
10-point trend, +44.8%
2016-12-31 2025-12-31
EPS $5.35
10-point trend, +99.6%
2016-12-31 2025-12-31
잉여현금흐름 $-775M
10-point trend, -1748.9%
2016-12-31 2025-12-31
마진 16.6%

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표
5년 추세
AEE
동종업계 중앙값
P/E (TTM)
5-point trend, -19.5%
20.3
21.6
P/S (TTM)
5-point trend, -12.6%
3.4
3.3
P/B
5-point trend, -12.9%
2.2
2.1
EV / EBITDA
5-point trend, -9.0%
13.7
Price / FCF (주가 / FCF)
5-point trend, -100.8%
-38.7

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표
5년 추세
AEE
동종업계 중앙값
Operating Margin (영업이익률)
5-point trend, +10.5%
23.0%
Net Profit Margin (순이익률)
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%

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표
5년 추세
AEE
동종업계 중앙값
Debt / Equity (부채 / 자기자본 비율)
5-point trend, +5.4%
1.5
Current Ratio (유동비율)
5-point trend, -5.5%
0.7
0.9
Quick Ratio (당좌 비율)
5-point trend, +10.9%
0.2

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표
5년 추세
AEE
동종업계 중앙값
Revenue YoY (매출 YoY)
5-point trend, +37.6%
15.4%
Revenue CAGR 3Y (매출 CAGR 3년)
5-point trend, +37.6%
3.4%
Revenue CAGR 5Y (매출 CAGR 5년)
5-point trend, +37.6%
8.7%
EPS YoY
5-point trend, +39.3%
21.0%
Net Income YoY (순이익 YoY)
5-point trend, +46.8%
23.1%

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표
5년 추세
AEE
동종업계 중앙값
EPS (Diluted) (EPS (희석))
5-point trend, +39.3%
$5.35

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표
5년 추세
AEE
동종업계 중앙값
Payout Ratio (지급 비율)
5-point trend, -7.4%
52.6%

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

배당 수익률
2.6%
지급 비율
52.6%
5년 배당 CAGR
배당락일금액
2026년 6월 9일$0.7500
2026년 3월 10일$0.7500
2025년 12월 9일$0.7100
2025년 9월 9일$0.7100
2025년 6월 10일$0.7100
2025년 3월 11일$0.7100
2024년 12월 11일$0.6700
2024년 9월 11일$0.6700
2024년 6월 12일$0.6700
2024년 3월 12일$0.6700
2023년 12월 12일$0.6300
2023년 9월 12일$0.6300
2023년 6월 13일$0.6300
2023년 3월 14일$0.6300
2022년 12월 6일$0.5900
2022년 9월 6일$0.5900
2022년 6월 7일$0.5900
2022년 3월 8일$0.5900
2021년 12월 7일$0.5500
2021년 9월 7일$0.5500

AEE 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

매수 22 명의 애널리스트
  • 적극 매수 5 22.7%
  • 매수 9 40.9%
  • 보유 8 36.4%
  • 매도 0 0.0%
  • 적극 매도 0 0.0%

12개월 목표 주가

16 명의 애널리스트 · 2026-08-15
중앙값 목표 $121.00 +11.5%
평균 목표 $121.50 +12.0%

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

평균 서프라이즈
0.03%
기간 EPS Actual EPS 예상 서프라이즈
2026년 6월 30일 $1.13 $1.10 0.03%
2026년 3월 31일 $1.28 $1.19 0.09%
2025년 12월 31일 $0.78 $0.78 -0.00%
2025년 9월 30일 $2.17 $2.13 0.04%
2025년 6월 30일 $1.01 $0.99 0.02%
2025년 3월 31일 $1.07 $1.08 -0.01%

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

티커 시가총액 P/E 매출 YoY 순이익률 ROE 매출 총이익률
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%

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

손익계산서 13
AEE의 연간 손익계산서 데이터
지표 추세 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
대차대조표 26
AEE의 연간 대차대조표 데이터
지표 추세 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
현금 흐름 17
AEE의 연간 현금 흐름 데이터
지표 추세 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
수익성 7
AEE의 연간 수익성 데이터
지표 추세 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%
유동성 및 지급능력 5
AEE의 연간 유동성 및 지급능력 데이터
지표 추세 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
효율성 2
AEE의 연간 효율성 데이터
지표 추세 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
주당 6
AEE의 연간 주당 데이터
지표 추세 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
성장률 10
AEE의 연간 성장률 데이터
지표 추세 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% · · · · · · · · · · ·
가치 평가 (TTM) 17
AEE의 연간 가치 평가 (TTM) 데이터
지표 추세 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

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

손익계산서
2025-12-312024-12-312023-12-312022-12-312021-12-31
매출 $8.80B$7.62B$7.50B$7.96B$6.39B
영업이익률 % 23.0%19.9%20.8%19.0%20.8%
순이익 $1.46B$1.19B$1.16B$1.08B$995M
희석 EPS $5.35$4.42$4.38$4.14$3.84
대차대조표
2025-12-312024-12-312023-12-312022-12-312021-12-31
부채 / 자기자본 비율 1.51.51.51.41.4
유동비율 0.70.70.70.80.7
당좌 비율 0.20.20.20.20.2
현금 흐름
2025-12-312024-12-312023-12-312022-12-312021-12-31
잉여현금흐름 $-775M$-1.56B$-1.03B$-1.09B$-1.29B

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기관 투자자 (13F) 1,009개의 제출자 · $14.9B 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 활동 — Q2 2026 대 이전 분기
신규 포지션 청산 포지션 증가함 감소 순주식 변동
98 (-41 이전 분기 대비) 72 (+12 이전 분기 대비) 387 (+17 이전 분기 대비) 241 (+23 이전 분기 대비) +31.7M

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

기관 가치 주식 % 추적된 13F 중 유형
VANGUARD CAPITAL MANAGEMENT LLC $2,040,465,258 18,050,825 13.73% 주식
VANGUARD PORTFOLIO MANAGEMENT LLC $1,809,972,741 16,011,790 12.18% 주식
STATE STREET CORP $1,715,000,603 15,171,626 11.54% 주식
GEODE CAPITAL MANAGEMENT, LLC $777,123,139 6,903,692 5.23% 주식
AMERIPRISE FINANCIAL INC $626,943,411 5,546,171 4.22% 주식
FMR LLC $417,885,082 3,696,789 2.81% 주식
ALLIANCEBERNSTEIN L.P. $380,746,832 3,463,854 2.56% 주식
Pictet Asset Management Holding SA $272,977,131 2,414,872 1.84% 주식
BARCLAYS PLC $257,465,329 2,277,648 1.73% 주식
Point72 Asset Management, L.P. $241,863,775 2,139,630 1.63% 주식
CITADEL ADVISORS LLC $200,609,375 1,774,676 1.35% 주식
VANGUARD FIDUCIARY TRUST CO $175,730,288 1,554,585 1.18% 주식
JENNISON ASSOCIATES LLC $154,338,599 1,365,345 1.04% 주식
VANGUARD GROUP INC $150,780,611 1,509,920 1.01% 주식
ANTIPODES PARTNERS Ltd $145,282,738 1,285,233 0.98% 주식
Soroban Capital Partners LP $141,098,902 1,248,221 0.95% 주식
Maple-Brown Abbott Ltd $136,933,494 1,363,770 0.92% 주식
DUFF & PHELPS INVESTMENT MANAGEMENT CO $136,334,831 1,206,076 0.92% 주식
Qube Research & Technologies Ltd $113,835,010 1,007,033 0.77% 주식
AQR CAPITAL MANAGEMENT LLC $105,834,275 936,255 0.71% 주식
DIMENSIONAL FUND ADVISORS LP $105,492,902 933,235 0.71% 주식
MILLENNIUM MANAGEMENT LLC $99,279,302 878,267 0.67% 주식
Nuveen Asset Management, LLC $93,609,390 1,050,139 0.63% 주식
GOLDMAN SACHS GROUP INC $92,230,828 815,913 0.62% 주식
Swiss National Bank $88,193,808 780,200 0.59% 주식
ExodusPoint Capital Management, LP $86,434,566 764,637 0.58% 주식
BANK OF AMERICA CORP /DE/ $85,260,533 754,251 0.57% 주식
BlackRock, Inc. $83,436,180 738,112 0.56% 주식
LAZARD ASSET MANAGEMENT LLC $81,653,540 722,342 0.55% 주식
Clark Capital Management Group, Inc. $79,425,907 702,635 0.53% 주식
ADAGE CAPITAL PARTNERS GP, L.L.C. $75,588,718 668,690 0.51% 주식
Mitsubishi UFJ Asset Management Co., Ltd. $75,325,900 666,365 0.51% 주식
Sumitomo Mitsui Trust Group, Inc. $73,719,036 652,150 0.50% 주식
Homestead Advisers Corp $72,282,185 639,439 0.49% 주식
Covalis Capital LLP $71,186,488 629,746 0.48% 주식
Nuveen, LLC $70,344,227 622,295 0.47% 주식
Vanguard Global Advisers, LLC $67,554,513 597,616 0.45% 주식
VANGUARD ASSET MANAGEMENT, Ltd $66,507,649 588,355 0.45% 주식
Caisse de depot et placement du Quebec $62,247,172 550,665 0.42% 주식
UniSuper Management Pty Ltd $62,238,015 550,584 0.42% 주식
MANUFACTURERS LIFE INSURANCE COMPANY, THE $61,468,891 543,780 0.41% 주식
Balyasny Asset Management L.P. $61,336,634 542,610 0.41% 주식
Quantinno Capital Management LP $61,187,047 541,286 0.41% 주식
ROYAL BANK OF CANADA $57,770,000 511,055 0.39% 주식
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $56,883,310 503,214 0.38% 주식
BNP PARIBAS FINANCIAL MARKETS $54,860,234 485,317 0.37% 주식
California Public Employees Retirement System $54,673,944 483,669 0.37% 주식
GABELLI FUNDS LLC $54,507,888 482,200 0.37% 주식
Energy Income Partners, LLC $53,928,897 477,078 0.36% 주식
RHUMBLINE ADVISERS $52,475,436 464,221 0.35% 주식
RENAISSANCE TECHNOLOGIES LLC $49,534,128 438,200 0.33% 주식
HITE Hedge Asset Management LLC $47,061,491 416,326 0.32% 주식
Legal & General Group Plc $45,368,150 401,346 0.31% 주식
WORLDQUANT MILLENNIUM ADVISORS LLC $45,242,564 400,235 0.30% 주식
National Pension Service $44,537,195 393,995 0.30% 주식
Aventail Capital Group, LP $44,100,973 390,136 0.30% 주식
REAVES W H & CO INC $41,425,317 366,466 0.28% 주식
MIZUHO MARKETS AMERICAS LLC $40,016,160 354,000 0.27% 주식
CIBC Private Wealth Group LLC $39,445,724 377,905 0.27% 주식
Hudson Bay Capital Management LP $38,601,690 341,487 0.26% 주식
VICTORY CAPITAL MANAGEMENT INC $37,133,640 328,500 0.25% 주식
PRINCIPAL FINANCIAL GROUP INC $36,671,307 324,410 0.25% 주식
CHILTON CAPITAL MANAGEMENT LLC $34,825,703 308,083 0.23% 주식
Magellan Asset Management Ltd $34,551,128 305,654 0.23% 주식
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $34,502,459 313,887 0.23% 주식
LPL Financial LLC $33,761,701 298,671 0.23% 주식
GATEWAY INVESTMENT ADVISERS LLC $33,116,862 292,966 0.22% 주식
Yaupon Capital Management LP $32,110,708 284,065 0.22% 주식
Gotham Asset Management, LLC $31,574,672 279,323 0.21% 주식
Vanguard Investments Australia, Ltd. $31,210,570 276,102 0.21% 주식
Lighthouse Investment Partners, LLC $29,342,471 259,576 0.20% 주식
MILFORD FUNDS LTD $27,789,528 245,838 0.19% 주식
CIBC Asset Management Inc $27,699,209 245,039 0.19% 주식
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $27,143,617 240,124 0.18% 주식
BANK OF MONTREAL /CAN/ $25,287,613 223,705 0.17% 주식
JANUS HENDERSON GROUP PLC $24,684,075 224,564 0.17% 주식
MARTINGALE ASSET MANAGEMENT L P $22,805,820 201,750 0.15% 주식
Northwest & Ethical Investments L.P. $22,769,421 201,428 0.15% 주식
STATE OF WISCONSIN INVESTMENT BOARD $22,611,052 200,027 0.15% 주식
ENVESTNET ASSET MANAGEMENT INC $22,368,454 197,889 0.15% 주식
MACQUARIE GROUP LTD $21,825,989 193,082 0.15% 주식
BRAUN STACEY ASSOCIATES INC $21,409,550 189,398 0.14% 주식
NATIXIS $20,917,487 185,045 0.14% 주식
Verition Fund Management LLC $20,812,020 184,112 0.14% 주식
Mitsubishi UFJ Trust & Banking Corp $20,372,634 180,225 0.14% 주식
MORGAN STANLEY $20,303,959 179,617 0.14% 주식
SummitTX Capital, L.P. $19,427,846 171,867 0.13% 주식
APG Asset Management N.V. $18,859,675 190,749 0.13% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $18,465,241 167,988 0.12% 주식
JONES FINANCIAL COMPANIES LLLP $18,182,493 153,672 0.12% 주식
Asset Management One Co., Ltd. $18,149,551 165,116 0.12% 주식
COMMERCE BANK $17,952,447 158,815 0.12% 주식
Korea Investment CORP $17,951,091 158,803 0.12% 주식
Stack Financial Management, Inc $17,647,127 156,114 0.12% 주식
AMERICAN CENTURY COMPANIES INC $17,493,376 154,753 0.12% 주식
MONETA GROUP INVESTMENT ADVISORS LLC $17,313,187 153,160 0.12% 주식
RAYMOND JAMES FINANCIAL INC $17,043,577 150,775 0.11% 주식
UBS Group AG $17,025,633 150,616 0.11% 주식
ADAMS DIVERSIFIED EQUITY FUND, INC. $16,526,448 146,200 0.11% 주식
Squarepoint Ops LLC $16,374,635 144,857 0.11% 주식

회사 내부자 85 명의 내부자 · 16 임원 · 32 이사

내부자 역할 마지막 활동 보유 주식 수 매수 12개월 매도 12개월 순매수/매도 12개월
Martin J Lyons Chairman, President & CEO 2026년 3월 3일 S 282,681 0 1 $-2,999,325
Thomas R Voss Chairman & CEO 2014년 3월 10일 M 132,624 0 0 $0
Andrew M Serri President & CEO of Subsidiary 2011년 3월 1일 F 11,331 0 0 $0
Aaron P Melda Chairman & President of Sub 2026년 7월 1일 A 6,251 0 0 $0
Patrick E Smith Chairman & President of Sub 2026년 7월 1일 A 20,275 0 0 $0
Ryan J Martin SVP Finance 2026년 8월 20일 S 25,595 0 2 $-106,689
Ajay K Arora EVP of Subsidiary 2026년 7월 1일 A 23,119 0 0 $0
Chonda J Nwamu Executive Vice President 2025년 3월 4일 S 43,344 0 0 $0
Stephen C Lee VP, INTERIM GC & SECRETARY 2025년 2월 28일 F 5,704 0 0 $0
Warner L Baxter Executive Chairman 2023년 3월 2일 S 207,272 0 0 $0
Bruce A Steinke SVP, Finance & CAO 2021년 3월 1일 S 54,617 0 0 $0
Gregory L Nelson SVP, GC & Secretary 2019년 3월 1일 S 42,759 0 0 $0
Jerre E Birdsong Vice President & Treasurer 2013년 3월 8일 M 18,996 0 0 $0
Michael G Mueller Vice President of Subsidiary 2011년 3월 1일 F 9,115 0 0 $0
Karen C Foss Sr. Vice Pres. of Subsidiary 2011년 2월 24일 A 0 0 $0
Gary L Rainwater Exec. Chmn 2010년 3월 1일 F 65,842 0 0 $0
Catherine S Brune 이사 2026년 3월 5일 G 26,628 0 0 $0
Steven O Vondran 이사 2026년 1월 5일 A 3,597 0 0 $0
Ellen M Fitzsimmons 이사 2026년 1월 5일 A 53,026 0 0 $0
Richard J Harshman 이사 2026년 1월 5일 A 22,135 0 1 $-262,250
Rafael Flores 이사 2025년 2월 19일 S 14,107 0 0 $0
Noelle K Eder 이사 2025년 1월 3일 A 16,609 0 0 $0
Ward H. Dickson 이사 2025년 1월 3일 A 16,778 0 0 $0
Leo S. Mackay Jr. 이사 2025년 1월 3일 A 9,865 0 0 $0
Steven H Lipstein 이사 2025년 1월 3일 A 38,476 0 0 $0
James C Johnson 이사 2025년 1월 3일 A 60,196 0 0 $0
Kimberly J Harris 이사 2025년 1월 3일 A 3,939 0 0 $0
Edward J Coleman 이사 2024년 1월 3일 A 23,252 0 0 $0
Gayle P W Jackson 이사 2019년 1월 2일 A 30,449 0 0 $0
Walter J Galvin 이사 2019년 1월 2일 A 30,683 0 0 $0
Jackie D Woodard 이사 2015년 12월 31일 A 29,714 0 0 $0
Patrick T Stokes 이사 2015년 1월 9일 A 29,328 0 0 $0
Stephen F Brauer 이사 2013년 1월 10일 A 19,206 0 0 $0
Charles W Mueller 이사 2011년 1월 10일 A 56,364 0 0 $0
Harvey Saligman 이사 2011년 1월 10일 A 24,068 0 0 $0
Susan S Elliott 이사 2010년 1월 13일 A 11,729 0 0 $0
Douglas R Oberhelman 이사 2010년 1월 13일 A 12,155 0 0 $0
Richard A Liddy 이사 2008년 1월 11일 A 15,555 0 0 $0
LOHMAN GORDON R 이사 2008년 1월 11일 A 9,434 0 0 $0
Richard Anthony Lumpkin 이사 2007년 1월 12일 A 12,243 0 0 $0
Paul L Miller JR 이사 2005년 7월 1일 S 4,617 0 0 $0
Thomas A Hays 이사 2005년 1월 6일 A 14,657 0 0 $0
GREENWALT CLIFFORD L 이사 2005년 1월 6일 A 20,769 0 0 $0
CORNELIUS WILLIAM E 이사 2003년 6월 30일 L 4,510 0 0 $0
MERRIMAN HANNE M 이사 2003년 3월 31일 L 5,180 0 0 $0
Theresa A Shaw 2026년 8월 14일 S 32,340 0 1 $-35,402
Michael L Moehn 2026년 8월 3일 S 199,689 0 4 $-2,779,595
Shawn E Schukar 2026년 3월 3일 S 56,830 0 1 $-556,404
David Matthew Feinberg 2026년 2월 5일 A 8,260 0 0 $0
Craig S Ivey 2026년 1월 5일 A 16,597 0 0 $0

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

ETF 보유 현황 163 ETF 보유

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드 비중 단위 기준일 출처
UTES · ETFis Series Trust I 3.79% 530,340 NS 2026년 4월 30일 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3.25% 158,993 SH 2026년 8월 19일 일간
FXU · First Trust Exchange-Traded AlphaDE… 2.58% 203,436 NS 2026년 4월 30일 N-PORT
PUI · Invesco Exchange-Traded Fund Trust 2.54% 12,624 SH 2026년 8월 19일 일간
VPU · VANGUARD WORLD FUND 1.99% 1,893,953 SH 2026년 8월 19일 일간
FUTY · FIDELITY COVINGTON TRUST 1.92% 414,435 NS 2026년 4월 30일 N-PORT
IDU · iShares Trust 1.88% 231,958 SH 2026년 8월 19일 일간
FPWR · First Trust Exchange-Traded Fund IV 1.75% 4,126 NS 2026년 4월 30일 N-PORT
UPW · ProShares Trust 1.61% 2,874 NS 2026년 5월 31일 N-PORT
LOWV · AB Active ETFs, Inc. 1.36% 25,789 NS 2026년 5월 31일 N-PORT
JXI · iShares Trust 1.36% 38,058 SH 2026년 8월 19일 일간
UTSL · Direxion Shares ETF Trust 1.34% 5,130 NS 2026년 4월 30일 N-PORT
ALTL · Pacer Funds Trust 1.34% 11,350 NS 2026년 4월 30일 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 1.22% 3,857 NS 2026년 5월 31일 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 1.21% 789,031 SH 2026년 8월 19일 일간
POWR · iShares, Inc. 1.17% 49,372 SH 2026년 8월 19일 일간
HUSV · First Trust Exchange-Traded Fund III 1.16% 7,386 NS 2026년 4월 30일 N-PORT
VRAI · ETFis Series Trust I 1.09% 1,761 NS 2026년 4월 30일 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 0.97% 346,253 NS 2026년 4월 30일 N-PORT
TGLB · T. Rowe Price Exchange-Traded Funds… 0.92% 1,790 NS 2026년 4월 30일 N-PORT
EIPX · First Trust Exchange-Traded Fund IV 0.71% 33,075 NS 2026년 4월 30일 N-PORT
LRGC · AB Active ETFs, Inc. 0.69% 79,519 NS 2026년 5월 31일 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 0.69% 8,673 SH 2026년 8월 19일 일간
QLV · FlexShares Trust 0.54% 8,099 NS 2026년 4월 30일 N-PORT
VOE · VANGUARD INDEX FUNDS 0.54% 1,777,440 SH 2026년 8월 19일 일간
SMIZ · Zacks Trust 0.54% 12,841 NS 2026년 5월 31일 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.52% 59,971 NS 2026년 4월 30일 N-PORT
EIPI · First Trust Exchange-Traded Fund VI… 0.51% 49,432 NS 2026년 5월 31일 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.39% 15,252 NS 2026년 4월 30일 N-PORT
HDV · iShares Trust 0.37% 510,456 SH 2026년 8월 19일 일간
REVS · Columbia ETF Trust I 0.36% 8,945 NS 2026년 4월 30일 N-PORT
EQIN · Columbia ETF Trust I 0.33% 8,125 NS 2026년 4월 30일 N-PORT
QUAL · iShares Trust 0.33% 1,445,729 SH 2026년 8월 19일 일간
BSCQ · Invesco Exchange-Traded Self-Indexe… 0.30% 10,465,000 2026년 8월 19일 일간
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 11,720 NS 2026년 4월 30일 N-PORT
VO · VANGUARD INDEX FUNDS 0.30% 5,996,696 SH 2026년 8월 19일 일간
IWS · iShares Trust 0.29% 415,064 SH 2026년 8월 19일 일간
ESLG · Strategy Shares 0.29% 489 NS 2026년 4월 30일 N-PORT
CSM · ProShares Trust 0.27% 13,143 NS 2026년 5월 31일 N-PORT
USMV · iShares Trust 0.27% 594,557 SH 2026년 8월 19일 일간
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.27% 50,981 NS 2026년 4월 30일 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.26% 3,173 NS 2026년 4월 30일 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.25% 33,529 NS 2026년 4월 30일 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.24% 9,086 NS 2026년 5월 31일 N-PORT
IMCV · iShares Trust 0.24% 26,040 SH 2026년 8월 19일 일간
DEUS · DBX ETF Trust 0.23% 5,878 NS 2026년 5월 29일 N-PORT
FDLO · FIDELITY COVINGTON TRUST 0.23% 27,688 NS 2026년 4월 30일 N-PORT
IWR · iShares Trust 0.21% 1,125,690 SH 2026년 8월 19일 일간
IMCB · iShares Trust 0.20% 32,016 SH 2026년 8월 19일 일간
SGLC · RBB Fund, Inc. 0.20% 3,546 NS 2026년 5월 31일 N-PORT