CAPTRUST Financial Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.9M | Buy |
26,380
+5,834
| +28% | +$624K | 0.01% | 1022 |
|
|
2025
Q4 | $2.05M | Buy |
20,546
+768
| +4% | +$78.7K | ﹤0.01% | 1085 |
|
|
2025
Q3 | $2.06M | Buy |
19,778
+388
| +2% | +$38.7K | ﹤0.01% | 1013 |
|
|
2025
Q2 | $1.86M | Buy |
19,390
+1,691
| +10% | +$164K | ﹤0.01% | 999 |
|
|
2025
Q1 | $1.78M | Buy |
17,699
+7,592
| +75% | +$731K | ﹤0.01% | 956 |
|
|
2024
Q4 | $901K | Buy |
10,107
+125
| +1% | +$11.2K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $873K | Buy |
9,982
+439
| +5% | +$35.2K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $679K | Sell |
9,543
-2,318
| -20% | -$169K | ﹤0.01% | 1362 |
|
|
2024
Q1 | $877K | Sell |
11,861
-5,080
| -30% | -$361K | ﹤0.01% | 1198 |
|
|
2023
Q4 | $1.23M | Sell |
16,941
-2,738
| -14% | -$208K | ﹤0.01% | 1152 |
|
|
2023
Q3 | $1.47M | Buy |
19,679
+1,624
| +9% | +$132K | 0.01% | 984 |
|
|
2023
Q2 | $1.47M | Buy |
18,055
+131
| +0.7% | +$11.2K | 0.01% | 967 |
|
|
2023
Q1 | $1.55M | Sell |
17,924
-665
| -4% | -$56.9K | 0.01% | 835 |
|
|
2022
Q4 | $1.65M | Sell |
18,589
-706
| -4% | -$59.3K | 0.01% | 777 |
|
|
2022
Q3 | $1.55M | Buy |
19,295
+1,910
| +11% | +$174K | 0.01% | 756 |
|
|
2022
Q2 | $1.57M | Buy |
17,385
+650
| +4% | +$60.2K | 0.01% | 672 |
|
|
2022
Q1 | $1.57M | Sell |
16,735
-1,651
| -9% | -$145K | 0.01% | 668 |
|
|
2021
Q4 | $1.64M | Buy |
18,386
+250
| +1% | +$21.2K | 0.01% | 622 |
|
|
2021
Q3 | $1.47M | Sell |
18,136
-488
| -3% | -$41.6K | 0.01% | 612 |
|
|
2021
Q2 | $1.49M | Sell |
18,624
-2,871
| -13% | -$240K | 0.01% | 583 |
|
|
2021
Q1 | $1.75M | Buy |
21,495
+1,875
| +10% | +$140K | 0.02% | 507 |
|
|
2020
Q4 | $1.53M | Buy |
19,620
+2,971
| +18% | +$238K | 0.02% | 469 |
|
|
2020
Q3 | $1.33M | Sell |
16,649
-4,115
| -20% | -$323K | 0.02% | 427 |
|
|
2020
Q2 | $1.5M | Sell |
20,764
-1,292
| -6% | -$93.6K | 0.02% | 410 |
|
|
2020
Q1 | $1.49M | Sell |
22,056
-2,205
| -9% | -$175K | 0.03% | 350 |
|
|
2019
Q4 | $1.84M | Buy |
24,261
+17,954
| +285% | +$1.36M | 0.03% | 384 |
|
|
2019
Q3 | $505K | Sell |
6,307
-528
| -8% | -$40.5K | 0.02% | 399 |
|
|
2019
Q2 | $513K | Sell |
6,835
-1,421
| -17% | -$105K | 0.02% | 384 |
|
|
2019
Q1 | $607K | Sell |
8,256
-623
| -7% | -$43.4K | 0.02% | 333 |
|
|
2018
Q4 | $579K | Sell |
8,879
-26
| -0.3% | -$1.73K | 0.03% | 289 |
|
|
2018
Q3 | $563K | Sell |
8,905
-170
| -2% | -$10.7K | 0.03% | 294 |
|
|
2018
Q2 | $552K | Buy |
+9,075
| New | +$522K | 0.03% | 241 |
|
Other funds holding AEE
VCM
VPM
CAPTRUST Financial Advisors's AEE Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Ameren (AEE) stake by 28% in Q1 2026, buying an estimated $624K and bringing the position to 26,380 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #1022.
CAPTRUST Financial Advisors first reported a position in AEE in Q2 2018 and has held it in 32 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.
- CAPTRUST Financial Advisors held 26,380 shares of Ameren worth $2.9M as of Q1 2026.
- CAPTRUST Financial Advisors bought 5,834 Ameren shares in Q1 2026, an estimated $624K.
- Ameren made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1022 holding.
- CAPTRUST Financial Advisors first reported a position in Ameren in Q2 2018 and has held it in 32 quarters since.
- 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.