Ballentine Partners’s Ameren AEE Stock Holding History

Ballentine Partners’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	$1.04M	Buy	9,219 +2,033	+28%	+$225K	0.01%	362
2026 Q1	$790K	Buy	7,186 +4,922	+217%	+$526K	0.01%	408
2025 Q4	$226K	Buy	2,264 +215	+10%	+$22K	﹤0.01%	866
2025 Q3	$214K	Buy	+2,049	New	+$205K	﹤0.01%	879
2024 Q1	–	Sell	-8,466	Closed	-$612K	–	741
2023 Q4	$612K	Buy	8,466 +3,897	+85%	+$296K	0.01%	327
2023 Q3	$342K	Buy	+4,569	New	+$373K	0.01%	409

Other funds holding AEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Ballentine Partners's AEE Position: Q2 2026 in Review

Ballentine Partners increased its Ameren (AEE) stake by 28% in Q2 2026, buying an estimated $225K and bringing the position to 9,219 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #362.

Ballentine Partners first reported a position in AEE in Q3 2023 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Ballentine Partners held 9,219 shares of Ameren worth $1.04M as of Q2 2026.
Ballentine Partners bought 2,033 Ameren shares in Q2 2026, an estimated $225K.
Ameren made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #362 holding.
Ballentine Partners first reported a position in Ameren in Q3 2023 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.