Capital Analysts LLC’s Ameren AEE Stock Holding History

Capital Analysts LLC’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	$2.23M	Buy	+19,745	New	+$2.18M	0.05%	254
2024 Q3	–	Sell	-1,406	Closed	-$100K	–	1310
2024 Q2	$100K	Hold	1,406	–	–	﹤0.01%	572
2024 Q1	$104K	Hold	1,406	–	–	﹤0.01%	539
2023 Q4	$102K	Hold	1,406	–	–	0.01%	525
2023 Q3	$105K	Hold	1,406	–	–	0.01%	474
2023 Q2	$115K	Hold	1,406	–	–	0.01%	445
2023 Q1	$121K	Sell	1,406 -37	-3%	-$3.17K	0.01%	440
2022 Q4	$128K	Buy	1,443 +1,406	+3,800%	+$118K	0.01%	455
2022 Q3	$3K	Buy	37 +1	+3%	+$91	﹤0.01%	936
2022 Q2	$3K	Buy	+36	New	+$3.33K	﹤0.01%	909
2022 Q1	–	Sell	-36	Closed	-$3K	–	929
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	926
2021 Q3	$3K	Buy	+36	New	+$3.07K	﹤0.01%	895

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 Analysts LLC's AEE Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Ameren (AEE) in Q2 2026: 19,745 shares worth $2.23M. The stake represents 0.05% of the portfolio and ranks #254 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in AEE as recently as Q2 2024.

Capital Analysts LLC first reported a position in AEE in Q3 2021 and has held it in 12 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Capital Analysts LLC held 19,745 shares of Ameren worth $2.23M as of Q2 2026.
Ameren was a new Capital Analysts LLC position in Q2 2026.
Ameren made up 0.05% of Capital Analysts LLC's portfolio in Q2 2026, its #254 holding.
Capital Analysts LLC first reported a position in Ameren in Q3 2021 and has held it in 12 quarters since.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.