Capital Advisors Ltd’s Ameren AEE Stock Holding History

Capital Advisors Ltd’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	$96K	Hold	853	–	–	0.01%	402
2026 Q1	$94K	Buy	853 +1	+0.1%	+$107	0.01%	390
2025 Q4	$85K	Buy	852 +1	+0.1%	+$103	0.01%	392
2025 Q3	$89K	Buy	851 +1	+0.1%	+$100	0.01%	387
2025 Q2	$82K	Hold	850	–	–	0.01%	383
2025 Q1	$85K	Buy	850 +326	+62%	+$31.4K	0.01%	368
2024 Q4	$47K	Buy	524 +5	+1%	+$448	0.01%	462
2024 Q3	$45K	Hold	519	–	–	0.01%	468
2024 Q2	$37K	Buy	519 +5	+1%	+$364	﹤0.01%	494
2024 Q1	$38K	Buy	514 +319	+164%	+$22.7K	0.01%	480
2023 Q4	$14K	Sell	195 -72	-27%	-$5.48K	﹤0.01%	617
2023 Q3	$20K	Buy	267 +16	+6%	+$1.3K	﹤0.01%	554
2023 Q2	$20K	Buy	251 +7	+3%	+$600	﹤0.01%	568
2023 Q1	$21K	Sell	244 -53	-18%	-$4.54K	﹤0.01%	454
2022 Q4	$26K	Buy	297 +45	+18%	+$3.78K	﹤0.01%	437
2022 Q3	$20K	Buy	252 +57	+29%	+$5.2K	﹤0.01%	444
2022 Q2	$18K	Sell	195 -2	-1%	-$185	﹤0.01%	443
2022 Q1	$18K	Buy	197 +2	+1%	+$175	﹤0.01%	452
2021 Q4	$17K	Hold	195	–	–	﹤0.01%	446
2021 Q3	$16K	Hold	195	–	–	﹤0.01%	392
2021 Q2	$16K	Hold	195	–	–	﹤0.01%	379
2021 Q1	$16K	Hold	195	–	–	﹤0.01%	371
2020 Q4	$15K	Hold	195	–	–	﹤0.01%	358
2020 Q3	$15K	Hold	195	–	–	﹤0.01%	351
2020 Q2	$14K	Hold	195	–	–	﹤0.01%	347
2020 Q1	$14K	Hold	195	–	–	﹤0.01%	338
2019 Q4	$15K	Hold	195	–	–	﹤0.01%	323
2019 Q3	$16K	Hold	195	–	–	﹤0.01%	316
2019 Q2	$15K	Hold	195	–	–	﹤0.01%	353
2019 Q1	$14K	Hold	195	–	–	﹤0.01%	350
2018 Q4	$13K	Hold	195	–	–	﹤0.01%	359
2018 Q3	$12K	Hold	195	–	–	﹤0.01%	398
2018 Q2	$12K	Hold	195	–	–	﹤0.01%	319
2018 Q1	$11K	Hold	195	–	–	﹤0.01%	316
2017 Q4	$12K	Hold	195	–	–	﹤0.01%	312
2017 Q3	$11K	Hold	195	–	–	﹤0.01%	316
2017 Q2	$11K	Hold	195	–	–	﹤0.01%	319
2017 Q1	$11K	Hold	195	–	–	﹤0.01%	296
2016 Q4	$10K	Hold	195	–	–	﹤0.01%	292
2016 Q3	$10K	Hold	195	–	–	﹤0.01%	289
2016 Q2	$10K	Hold	195	–	–	﹤0.01%	274
2016 Q1	$10K	Hold	195	–	–	0.01%	265
2015 Q4	$8K	Hold	195	–	–	﹤0.01%	272
2015 Q3	$8K	Hold	195	–	–	﹤0.01%	267
2015 Q2	$7K	Hold	195	–	–	﹤0.01%	295
2015 Q1	$8K	Hold	195	–	–	﹤0.01%	272
2014 Q4	$9K	Hold	195	–	–	﹤0.01%	257
2014 Q3	$7K	Hold	195	–	–	﹤0.01%	271
2014 Q2	$8K	Hold	195	–	–	﹤0.01%	278
2014 Q1	$8K	Hold	195	–	–	﹤0.01%	282
2013 Q4	$7K	Buy	+195	New	+$7K	﹤0.01%	255

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Capital Advisors Ltd's AEE Position: Q2 2026 in Review

Capital Advisors Ltd held its Ameren (AEE) position steady in Q2 2026 at 853 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #402.

Capital Advisors Ltd first reported a position in AEE in Q4 2013 and has held it in 51 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Capital Advisors Ltd held 853 shares of Ameren worth $96K as of Q2 2026.
Capital Advisors Ltd left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #402 holding.
Capital Advisors Ltd first reported a position in Ameren in Q4 2013 and has held it in 51 quarters since.
946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.