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Apella Capital’s Ameren AEE Stock Holding History

Apella Capital’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$374K Buy
3,691
+69
+2% +$7.44K ﹤0.01% 579
2026
Q2 		$414K Sell
3,622
-25
-0.7% -$2.76K 0.01% 509
2026
Q1 		$411K Buy
3,647
+353
+11% +$37.7K 0.01% 492
2025
Q4 		$329K Buy
+3,294
New +$338K 0.01% 421

Other funds holding AEE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital's AEE Position: Q3 2026 in Review

Apella Capital increased its Ameren (AEE) stake by 1.9% in Q3 2026, buying an estimated $7.44K and bringing the position to 3,691 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Apella Capital first reported a position in AEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $414K in Q2 2026. 29 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Apella Capital held 3,691 shares of Ameren worth $374K as of Q3 2026.
  • Apella Capital bought 69 Ameren shares in Q3 2026, an estimated $7.44K.
  • Ameren made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #579 holding.
  • Apella Capital first reported a position in Ameren in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's Ameren position peaked at $414K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.