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Disclosery

Caprock Group, LLC: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on AEE, newest first. How the timeline and the estimate are built.

Caprock Group, LLC held 9,437 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,437 shares
    Change vs previous 13F +815 shares

    0.02% of the 13F portfolio, value $1,066,786.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,622 shares
    Change vs previous 13F +948 shares

    0.02% of the 13F portfolio, value $947,757.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,674 shares
    Change vs previous 13F +5,229 shares

    0.02% of the 13F portfolio, value $766,350.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,445 shares
    Change vs previous 13F -4,914 shares

    0.01% of the 13F portfolio, value $243,986.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 7,359 shares
    Change vs previous 13F +4,048 shares

    0.02% of the 13F portfolio, value $738,868.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 3,311 shares
    Change vs previous 13F +652 shares

    0.01% of the 13F portfolio, value $295,164.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 2,659 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,577.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).