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Cape Investment Advisory’s Ameren AEE Stock Holding History

Cape Investment Advisory’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 		$39.3K Buy
+348
New +$38.5K 0.01% 559
2026
Q1 		– Sell
-342
Closed -$34.1K – 243
2025
Q4 		$34.1K Buy
+342
New +$35.1K 0.01% 499
2025
Q3 		– Sell
-294
Closed -$28.2K – 859
2025
Q2 		$28.2K Buy
294
+1
+0.3% +$97 0.01% 457
2025
Q1 		$29.4K Buy
293
+2
+0.7% +$193 0.01% 414
2024
Q4 		$25.9K Buy
291
+4
+1% +$358 0.01% 439
2024
Q3 		$25.1K Buy
287
+2
+0.7% +$160 0.01% 420
2024
Q2 		$20.3K Buy
285
+5
+2% +$364 0.01% 420
2024
Q1 		$20.7K Sell
280
-198
-41% -$14.1K 0.01% 437
2023
Q4 		$34.6K Buy
478
+203
+74% +$15.4K 0.02% 422
2023
Q3 		$20.6K Buy
275
+2
+0.7% +$163 0.01% 438
2023
Q2 		$22.3K Sell
273
-245
-47% -$21K 0.01% 419
2023
Q1 		$44.8K Buy
+518
New +$44.3K 0.03% 279

Other funds holding AEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Cape Investment Advisory's AEE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Ameren (AEE) in Q2 2026: 348 shares worth $39.3K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AEE as recently as Q4 2025.

Cape Investment Advisory first reported a position in AEE in Q1 2023 and has held it in 12 quarters since. The position peaked at $44.8K in Q1 2023. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Cape Investment Advisory held 348 shares of Ameren worth $39.3K as of Q2 2026.
  • Ameren was a new Cape Investment Advisory position in Q2 2026.
  • Ameren made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #559 holding.
  • Cape Investment Advisory first reported a position in Ameren in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Ameren position peaked at $44.8K in Q1 2023.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.