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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Apella Capital's AEE Position: Q2 2026 in Review

Apella Capital reduced its Ameren (AEE) stake by 0.69% in Q2 2026, selling an estimated $2.76K and leaving 3,622 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #509.

Apella Capital first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Apella Capital held 3,622 shares of Ameren worth $414K as of Q2 2026.
  • Apella Capital sold 25 Ameren shares in Q2 2026, an estimated $2.76K.
  • Ameren made up 0.01% of Apella Capital's portfolio in Q2 2026, its #509 holding.
  • Apella Capital first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.