Caldwell Trust
AEE icon

Caldwell Trust’s Ameren AEE Stock Holding History

Caldwell Trust’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 		$41K Buy
413
+313
+313% +$33.8K ﹤0.01% 520
2026
Q2 		$11.3K Hold
100
– – ﹤0.01% 670
2026
Q1 		$11K Hold
100
– – ﹤0.01% 656
2025
Q4 		$10K Hold
100
– – ﹤0.01% 646
2025
Q3 		$10.4K Hold
100
– – ﹤0.01% 639
2025
Q2 		$9.6K Hold
100
– – ﹤0.01% 638
2025
Q1 		$10K Hold
100
– – ﹤0.01% 637
2024
Q4 		$8.91K Hold
100
– – ﹤0.01% 616
2024
Q3 		$8.75K Hold
100
– – ﹤0.01% 620
2024
Q2 		$7.11K Hold
100
– – ﹤0.01% 626
2024
Q1 		$7.4K Hold
100
– – ﹤0.01% 636
2023
Q4 		$7.23K Hold
100
– – ﹤0.01% 629
2023
Q3 		$7.48K Sell
100
-881
-90% -$71.8K ﹤0.01% 629
2023
Q2 		$80.1K Hold
981
– – 0.01% 386
2023
Q1 		$84.7K Hold
981
– – 0.01% 366
2022
Q4 		$87.2K Buy
981
+881
+881% +$74K 0.01% 357
2022
Q3 		$8.06K Hold
100
– – ﹤0.01% 629
2022
Q2 		$9.04K Sell
100
-500
-83% -$46.3K ﹤0.01% 636
2022
Q1 		$56.3K Hold
600
– – 0.01% 447
2021
Q4 		$53.4K Hold
600
– – 0.01% 451
2021
Q3 		$48.6K Hold
600
– – 0.01% 454
2021
Q2 		$48K Hold
600
– – 0.01% 456
2021
Q1 		$48.8K Hold
600
– – 0.01% 434
2020
Q4 		$46.8K Hold
600
– – 0.01% 425
2020
Q3 		$47.4K Hold
600
– – 0.01% 419
2020
Q2 		$42.2K Hold
600
– – 0.01% 433
2020
Q1 		$43.7K Hold
600
– – 0.01% 428
2019
Q4 		$46.1K Buy
+600
New +$45.6K 0.01% 473

Other funds holding AEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Caldwell Trust's AEE Position: Q3 2026 in Review

Caldwell Trust increased its Ameren (AEE) stake by 313% in Q3 2026, buying an estimated $33.8K and bringing the position to 413 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Caldwell Trust first reported a position in AEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $87.2K in Q4 2022. 348 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Caldwell Trust held 413 shares of Ameren worth $41K as of Q3 2026.
  • Caldwell Trust bought 313 Ameren shares in Q3 2026, an estimated $33.8K.
  • Ameren made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #520 holding.
  • Caldwell Trust first reported a position in Ameren in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Ameren position peaked at $87.2K in Q4 2022.
  • 348 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.