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Concurrent Investment Advisors’s Ameren AEE Stock Holding History

Concurrent Investment Advisors’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 		$4.52M Buy
40,028
+21,744
+119% +$2.4M 0.04% 456
2026
Q1 		$2.01M Buy
18,284
+5,000
+38% +$535K 0.02% 617
2025
Q4 		$1.33M Buy
+13,284
New +$1.36M 0.02% 720

Other funds holding AEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Concurrent Investment Advisors's AEE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Ameren (AEE) stake by 119% in Q2 2026, buying an estimated $2.4M and bringing the position to 40,028 shares worth $4.52M. The position accounts for 0.04% of the portfolio, ranked #456.

Concurrent Investment Advisors first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Concurrent Investment Advisors held 40,028 shares of Ameren worth $4.52M as of Q2 2026.
  • Concurrent Investment Advisors bought 21,744 Ameren shares in Q2 2026, an estimated $2.4M.
  • Ameren made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #456 holding.
  • Concurrent Investment Advisors first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.