AEE Ameren Corporation Common Stock

NYSE · Utilities · Ver em SEC EDGAR ↗
$110,90
Preço · Ago 18, 2026
Fundamentais a partir de Ago 3, 2026

Sobre Ameren Corporation Common Stock Visão geral da empresa da 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.

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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.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

AEE Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$110.90
Capitalização de Mercado
$30.69B
P/E (TTM)
20.8
EPS (TTM)
$5.35
Receita (TTM)
$8.80B
Rendimento div.
2.5%
ROE
11.5%
Dívida/Capital
1.5
Intervalo 52 Semanas
$97 – $118

AEE Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $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
Fluxo de caixa livre $-775M
10-point trend, -1748.9%
2016-12-31 2025-12-31
Margens 16.6%

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

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

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
AEE
Mediana de Pares
Operating Margin (Margem Operacional)
5-point trend, +10.5%
23.0%
Net Profit Margin (Margem de Lucro Líquido)
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%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
AEE
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
5-point trend, +5.4%
1.5
Current Ratio (Índice de liquidez corrente)
5-point trend, -5.5%
0.7
0.9
Quick Ratio (Índice de Liquidez Seca)
5-point trend, +10.9%
0.2

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
AEE
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, +37.6%
15.4%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, +37.6%
3.4%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, +37.6%
8.7%
EPS YoY
5-point trend, +39.3%
21.0%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, +46.8%
23.1%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
AEE
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, +39.3%
$5.35

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
AEE
Mediana de Pares
Payout Ratio (Índice de Pagamento)
5-point trend, -7.4%
52.6%

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Dividend Yield
2.5%
Índice de Pagamento
52.6%
CAGR Dividendos 5 anos
Data exValor
9 de Junho de 2026$0,7500
10 de Março de 2026$0,7500
9 de Dezembro de 2025$0,7100
9 de Setembro de 2025$0,7100
10 de Junho de 2025$0,7100
11 de Março de 2025$0,7100
11 de Dezembro de 2024$0,6700
11 de Setembro de 2024$0,6700
12 de Junho de 2024$0,6700
12 de Março de 2024$0,6700
12 de Dezembro de 2023$0,6300
12 de Setembro de 2023$0,6300
13 de Junho de 2023$0,6300
14 de Março de 2023$0,6300
6 de Dezembro de 2022$0,5900
6 de Setembro de 2022$0,5900
7 de Junho de 2022$0,5900
8 de Março de 2022$0,5900
7 de Dezembro de 2021$0,5500
7 de Setembro de 2021$0,5500

AEE Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 22 analistas
  • Compra forte 5 22,7%
  • Compra 9 40,9%
  • Manter 8 36,4%
  • Venda 0 0,0%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

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

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.03%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $1.13 $1.10 0.03%
31 de Março de 2026 $1.28 $1.19 0.09%
31 de Dezembro de 2025 $0.78 $0.78 -0.00%
30 de Setembro de 2025 $2.17 $2.13 0.04%
30 de Junho de 2025 $1.01 $0.99 0.02%
31 de Março de 2025 $1.07 $1.08 -0.01%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 13
Dados anuais de Demonstração de Resultados para AEE
Métrica Tendência 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
Balanço Patrimonial 26
Dados anuais de Balanço Patrimonial para AEE
Métrica Tendência 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
Fluxo de Caixa 17
Dados anuais de Fluxo de Caixa para AEE
Métrica Tendência 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
Lucratividade 7
Dados anuais de Lucratividade para AEE
Métrica Tendência 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 e Solvência 5
Dados anuais de Liquidez e Solvência para AEE
Métrica Tendência 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
Eficiência 2
Dados anuais de Eficiência para AEE
Métrica Tendência 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 Ação 6
Dados anuais de Por Ação para AEE
Métrica Tendência 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
Taxas de Crescimento 10
Dados anuais de Taxas de Crescimento para AEE
Métrica Tendência 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% · · · · · · · · · · ·
Avaliação (TTM) 17
Dados anuais de Avaliação (TTM) para AEE
Métrica Tendência 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

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $8.80B$7.62B$7.50B$7.96B$6.39B
Margem Operacional % 23.0%19.9%20.8%19.0%20.8%
Lucro líquido $1.46B$1.19B$1.16B$1.08B$995M
EPS Diluído $5.35$4.42$4.38$4.14$3.84
Balanço Patrimonial
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dívida / Patrimônio Líquido 1.51.51.51.41.4
Índice de liquidez corrente 0.70.70.70.80.7
Índice de Liquidez Seca 0.20.20.20.20.2
Fluxo de Caixa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fluxo de caixa livre $-775M$-1.56B$-1.03B$-1.09B$-1.29B

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Investidores institucionais (13F) 1.009 declarantes · $14.9B total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
105 (-29 vs trimestre anterior) 71 (+11 vs trimestre anterior) 378 (+9 vs trimestre anterior) 238 (+21 vs trimestre anterior) +69.1M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
VANGUARD CAPITAL MANAGEMENT LLC $2.040.465.258 18.050.825 13,73% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $1.809.972.741 16.011.790 12,18% Ações
STATE STREET CORP $1.715.000.603 15.171.626 11,54% Ações
GEODE CAPITAL MANAGEMENT, LLC $777.123.139 6.903.692 5,23% Ações
AMERIPRISE FINANCIAL INC $626.943.411 5.546.171 4,22% Ações
FMR LLC $417.885.082 3.696.789 2,81% Ações
ALLIANCEBERNSTEIN L.P. $380.746.832 3.463.854 2,56% Ações
Pictet Asset Management Holding SA $272.977.131 2.414.872 1,84% Ações
BARCLAYS PLC $257.465.329 2.277.648 1,73% Ações
Point72 Asset Management, L.P. $241.863.775 2.139.630 1,63% Ações
CITADEL ADVISORS LLC $200.609.375 1.774.676 1,35% Ações
VANGUARD FIDUCIARY TRUST CO $175.730.288 1.554.585 1,18% Ações
JENNISON ASSOCIATES LLC $154.338.599 1.365.345 1,04% Ações
VANGUARD GROUP INC $150.780.611 1.509.920 1,01% Ações
ANTIPODES PARTNERS Ltd $145.282.738 1.285.233 0,98% Ações
Soroban Capital Partners LP $141.098.902 1.248.221 0,95% Ações
Maple-Brown Abbott Ltd $136.933.494 1.363.770 0,92% Ações
DUFF & PHELPS INVESTMENT MANAGEMENT CO $136.334.831 1.206.076 0,92% Ações
Qube Research & Technologies Ltd $113.835.010 1.007.033 0,77% Ações
AQR CAPITAL MANAGEMENT LLC $105.834.275 936.255 0,71% Ações
DIMENSIONAL FUND ADVISORS LP $105.492.902 933.235 0,71% Ações
MILLENNIUM MANAGEMENT LLC $99.279.302 878.267 0,67% Ações
Nuveen Asset Management, LLC $93.609.390 1.050.139 0,63% Ações
GOLDMAN SACHS GROUP INC $92.230.828 815.913 0,62% Ações
Swiss National Bank $88.193.808 780.200 0,59% Ações
ExodusPoint Capital Management, LP $86.434.566 764.637 0,58% Ações
BANK OF AMERICA CORP /DE/ $85.260.533 754.251 0,57% Ações
BlackRock, Inc. $83.436.180 738.112 0,56% Ações
LAZARD ASSET MANAGEMENT LLC $81.653.540 722.342 0,55% Ações
Clark Capital Management Group, Inc. $79.425.907 702.635 0,53% Ações
ADAGE CAPITAL PARTNERS GP, L.L.C. $75.588.718 668.690 0,51% Ações
Mitsubishi UFJ Asset Management Co., Ltd. $75.325.900 666.365 0,51% Ações
Sumitomo Mitsui Trust Group, Inc. $73.719.036 652.150 0,50% Ações
Homestead Advisers Corp $72.282.185 639.439 0,49% Ações
Covalis Capital LLP $71.186.488 629.746 0,48% Ações
Nuveen, LLC $70.344.227 622.295 0,47% Ações
Vanguard Global Advisers, LLC $67.554.513 597.616 0,45% Ações
VANGUARD ASSET MANAGEMENT, Ltd $66.507.649 588.355 0,45% Ações
Caisse de depot et placement du Quebec $62.247.172 550.665 0,42% Ações
UniSuper Management Pty Ltd $62.238.015 550.584 0,42% Ações
MANUFACTURERS LIFE INSURANCE COMPANY, THE $61.468.891 543.780 0,41% Ações
Balyasny Asset Management L.P. $61.336.634 542.610 0,41% Ações
Quantinno Capital Management LP $61.187.047 541.286 0,41% Ações
ROYAL BANK OF CANADA $57.770.000 511.055 0,39% Ações
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $56.883.310 503.214 0,38% Ações
BNP PARIBAS FINANCIAL MARKETS $54.860.234 485.317 0,37% Ações
California Public Employees Retirement System $54.673.944 483.669 0,37% Ações
GABELLI FUNDS LLC $54.507.888 482.200 0,37% Ações
Energy Income Partners, LLC $53.928.897 477.078 0,36% Ações
RHUMBLINE ADVISERS $52.475.436 464.221 0,35% Ações
RENAISSANCE TECHNOLOGIES LLC $49.534.128 438.200 0,33% Ações
HITE Hedge Asset Management LLC $47.061.491 416.326 0,32% Ações
Legal & General Group Plc $45.368.150 401.346 0,31% Ações
WORLDQUANT MILLENNIUM ADVISORS LLC $45.242.564 400.235 0,30% Ações
National Pension Service $44.537.195 393.995 0,30% Ações
Aventail Capital Group, LP $44.100.973 390.136 0,30% Ações
REAVES W H & CO INC $41.425.317 366.466 0,28% Ações
MIZUHO MARKETS AMERICAS LLC $40.016.160 354.000 0,27% Ações
CIBC Private Wealth Group LLC $39.445.724 377.905 0,27% Ações
Hudson Bay Capital Management LP $38.601.690 341.487 0,26% Ações
VICTORY CAPITAL MANAGEMENT INC $37.133.640 328.500 0,25% Ações
PRINCIPAL FINANCIAL GROUP INC $36.671.307 324.410 0,25% Ações
CHILTON CAPITAL MANAGEMENT LLC $34.825.703 308.083 0,23% Ações
Magellan Asset Management Ltd $34.551.128 305.654 0,23% Ações
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $34.502.459 313.887 0,23% Ações
LPL Financial LLC $33.761.701 298.671 0,23% Ações
GATEWAY INVESTMENT ADVISERS LLC $33.116.862 292.966 0,22% Ações
Yaupon Capital Management LP $32.110.708 284.065 0,22% Ações
Gotham Asset Management, LLC $31.574.672 279.323 0,21% Ações
Vanguard Investments Australia, Ltd. $31.210.570 276.102 0,21% Ações
Lighthouse Investment Partners, LLC $29.342.471 259.576 0,20% Ações
MILFORD FUNDS LTD $27.789.528 245.838 0,19% Ações
CIBC Asset Management Inc $27.699.209 245.039 0,19% Ações
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $27.143.617 240.124 0,18% Ações
BANK OF MONTREAL /CAN/ $25.287.613 223.705 0,17% Ações
JANUS HENDERSON GROUP PLC $24.684.075 224.564 0,17% Ações
MARTINGALE ASSET MANAGEMENT L P $22.805.820 201.750 0,15% Ações
Northwest & Ethical Investments L.P. $22.769.421 201.428 0,15% Ações
STATE OF WISCONSIN INVESTMENT BOARD $22.611.052 200.027 0,15% Ações
ENVESTNET ASSET MANAGEMENT INC $22.368.454 197.889 0,15% Ações
MACQUARIE GROUP LTD $21.825.989 193.082 0,15% Ações
BRAUN STACEY ASSOCIATES INC $21.409.550 189.398 0,14% Ações
NATIXIS $20.917.487 185.045 0,14% Ações
Verition Fund Management LLC $20.812.020 184.112 0,14% Ações
Mitsubishi UFJ Trust & Banking Corp $20.372.634 180.225 0,14% Ações
MORGAN STANLEY $20.303.959 179.617 0,14% Ações
SummitTX Capital, L.P. $19.427.846 171.867 0,13% Ações
APG Asset Management N.V. $18.859.675 190.749 0,13% Ações
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $18.465.241 167.988 0,12% Ações
JONES FINANCIAL COMPANIES LLLP $18.182.493 153.672 0,12% Ações
Asset Management One Co., Ltd. $18.149.551 165.116 0,12% Ações
COMMERCE BANK $17.952.447 158.815 0,12% Ações
Korea Investment CORP $17.951.091 158.803 0,12% Ações
Stack Financial Management, Inc $17.647.127 156.114 0,12% Ações
AMERICAN CENTURY COMPANIES INC $17.493.376 154.753 0,12% Ações
MONETA GROUP INVESTMENT ADVISORS LLC $17.313.187 153.160 0,12% Ações
RAYMOND JAMES FINANCIAL INC $17.043.577 150.775 0,11% Ações
UBS Group AG $17.025.633 150.616 0,11% Ações
ADAMS DIVERSIFIED EQUITY FUND, INC. $16.526.448 146.200 0,11% Ações
Squarepoint Ops LLC $16.374.635 144.857 0,11% Ações

Executivos da empresa 84 insiders · 15 diretores · 32 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Martin J Lyons Chairman, President & CEO 3 de Março de 2026 S 282.681 0 1 $-2.999.325
Thomas R Voss Chairman & CEO 10 de Março de 2014 M 132.624 0 0 $0
Andrew M Serri President & CEO of Subsidiary 1 de Março de 2011 F 11.331 0 0 $0
Aaron P Melda Chairman & President of Sub 1 de Julho de 2026 A 6.251 0 0 $0
Patrick E Smith Chairman & President of Sub 1 de Julho de 2026 A 20.275 0 0 $0
Ajay K Arora EVP of Subsidiary 1 de Julho de 2026 A 23.119 0 0 $0
Chonda J Nwamu Executive Vice President 4 de Março de 2025 S 43.344 0 0 $0
Stephen C Lee VP, INTERIM GC & SECRETARY 28 de Fevereiro de 2025 F 5.704 0 0 $0
Warner L Baxter Executive Chairman 2 de Março de 2023 S 207.272 0 0 $0
Bruce A Steinke SVP, Finance & CAO 1 de Março de 2021 S 54.617 0 0 $0
Gregory L Nelson SVP, GC & Secretary 1 de Março de 2019 S 42.759 0 0 $0
Jerre E Birdsong Vice President & Treasurer 8 de Março de 2013 M 18.996 0 0 $0
Michael G Mueller Vice President of Subsidiary 1 de Março de 2011 F 9.115 0 0 $0
Karen C Foss Sr. Vice Pres. of Subsidiary 24 de Fevereiro de 2011 A 0 0 $0
Gary L Rainwater Exec. Chmn 1 de Março de 2010 F 65.842 0 0 $0
Catherine S Brune Conselheiro 5 de Março de 2026 G 26.628 0 0 $0
Steven O Vondran Conselheiro 5 de Janeiro de 2026 A 3.597 0 0 $0
Ellen M Fitzsimmons Conselheiro 5 de Janeiro de 2026 A 53.026 0 0 $0
Richard J Harshman Conselheiro 5 de Janeiro de 2026 A 22.135 0 1 $-262.250
Rafael Flores Conselheiro 19 de Fevereiro de 2025 S 14.107 0 0 $0
Noelle K Eder Conselheiro 3 de Janeiro de 2025 A 16.609 0 0 $0
Ward H. Dickson Conselheiro 3 de Janeiro de 2025 A 16.778 0 0 $0
Leo S. Mackay Jr. Conselheiro 3 de Janeiro de 2025 A 9.865 0 0 $0
Steven H Lipstein Conselheiro 3 de Janeiro de 2025 A 38.476 0 0 $0
James C Johnson Conselheiro 3 de Janeiro de 2025 A 60.196 0 0 $0
Kimberly J Harris Conselheiro 3 de Janeiro de 2025 A 3.939 0 0 $0
Edward J Coleman Conselheiro 3 de Janeiro de 2024 A 23.252 0 0 $0
Gayle P W Jackson Conselheiro 2 de Janeiro de 2019 A 30.449 0 0 $0
Walter J Galvin Conselheiro 2 de Janeiro de 2019 A 30.683 0 0 $0
Jackie D Woodard Conselheiro 31 de Dezembro de 2015 A 29.714 0 0 $0
Patrick T Stokes Conselheiro 9 de Janeiro de 2015 A 29.328 0 0 $0
Stephen F Brauer Conselheiro 10 de Janeiro de 2013 A 19.206 0 0 $0
Charles W Mueller Conselheiro 10 de Janeiro de 2011 A 56.364 0 0 $0
Harvey Saligman Conselheiro 10 de Janeiro de 2011 A 24.068 0 0 $0
Susan S Elliott Conselheiro 13 de Janeiro de 2010 A 11.729 0 0 $0
Douglas R Oberhelman Conselheiro 13 de Janeiro de 2010 A 12.155 0 0 $0
Richard A Liddy Conselheiro 11 de Janeiro de 2008 A 15.555 0 0 $0
LOHMAN GORDON R Conselheiro 11 de Janeiro de 2008 A 9.434 0 0 $0
Richard Anthony Lumpkin Conselheiro 12 de Janeiro de 2007 A 12.243 0 0 $0
Paul L Miller JR Conselheiro 1 de Julho de 2005 S 4.617 0 0 $0
Thomas A Hays Conselheiro 6 de Janeiro de 2005 A 14.657 0 0 $0
GREENWALT CLIFFORD L Conselheiro 6 de Janeiro de 2005 A 20.769 0 0 $0
CORNELIUS WILLIAM E Conselheiro 30 de Junho de 2003 L 4.510 0 0 $0
MERRIMAN HANNE M Conselheiro 31 de Março 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 Março de 2026 S 56.830 0 1 $-556.404
David Matthew Feinberg 5 de Fevereiro de 2026 A 8.260 0 0 $0
Craig S Ivey 5 de Janeiro de 2026 A 16.597 0 0 $0
Cynthia J Brinkley 5 de Janeiro de 2026 A 13.494 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 163 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
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 Diário
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 Diário
VPU · VANGUARD WORLD FUND 1,99% 1.893.953 SH 8 de Agosto de 2026 Diário
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 Diário
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 Maio de 2026 N-PORT
LOWV · AB Active ETFs, Inc. 1,36% 25.789 NS 31 de Maio de 2026 N-PORT
JXI · iShares Trust 1,35% 38.058 SH 8 de Agosto de 2026 Diário
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 Maio de 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 1,19% 785.274 SH 8 de Agosto de 2026 Diário
POWR · iShares, Inc. 1,16% 48.808 SH 8 de Agosto de 2026 Diário
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 Diário
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 Diário
LRGC · AB Active ETFs, Inc. 0,69% 79.519 NS 31 de Maio 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 Diário
SMIZ · Zacks Trust 0,54% 12.841 NS 31 de Maio 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 Maio 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 Diário
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 Diário
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 Diário
VO · VANGUARD INDEX FUNDS 0,30% 5.996.696 SH 8 de Agosto de 2026 Diário
IWS · iShares Trust 0,29% 417.080 SH 8 de Agosto de 2026 Diário
ESLG · Strategy Shares 0,29% 489 NS 30 de Abril de 2026 N-PORT
CSM · ProShares Trust 0,27% 13.143 NS 31 de Maio de 2026 N-PORT
USMV · iShares Trust 0,27% 601.005 SH 8 de Agosto de 2026 Diário
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 Maio de 2026 N-PORT
IMCV · iShares Trust 0,24% 25.612 SH 8 de Agosto de 2026 Diário
DEUS · DBX ETF Trust 0,23% 5.878 NS 29 de Maio 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 Diário
IMCB · iShares Trust 0,20% 31.830 SH 8 de Agosto de 2026 Diário