Capital Advisors Inc’s Ameren AEE Stock Holding History

Capital Advisors Inc’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
2025 Q2	–	Sell	-3,000	Closed	-$301K	–	326
2025 Q1	$301K	Buy	+3,000	New	+$289K	0.01%	248
2021 Q2	–	Sell	-2,589	Closed	-$211K	–	237
2021 Q1	$211K	Buy	+2,589	New	+$194K	0.01%	218

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Advisors Inc's AEE Position: Q2 2025 in Review

Capital Advisors Inc sold out of Ameren (AEE) in Q2 2025, closing a stake of 3,000 shares — an estimated $301K sold.

Capital Advisors Inc first reported a position in AEE in Q1 2021 and held it in 2 quarters. The position peaked at $301K in Q1 2025. 799 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

Capital Advisors Inc reported no remaining Ameren position as of Q2 2025 after selling out during the quarter.
Capital Advisors Inc sold 3,000 Ameren shares in Q2 2025, an estimated $301K.
Capital Advisors Inc first reported a position in Ameren in Q1 2021 and held it in 2 quarters.
Capital Advisors Inc's Ameren position peaked at $301K in Q1 2025.
799 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on Capital Advisors Inc's 13F filing for Q2 2025, filed 22 Jul 2025.