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Greenleaf Trust’s Ameren AEE Stock Holding History

Greenleaf Trust’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 		$505K Buy
4,470
+74
+2% +$8.18K ﹤0.01% 512
2026
Q1 		$483K Buy
4,396
+74
+2% +$7.91K ﹤0.01% 499
2025
Q4 		$432K Sell
4,322
-97
-2% -$9.95K ﹤0.01% 547
2025
Q3 		$461K Buy
4,419
+499
+13% +$49.8K ﹤0.01% 515
2025
Q2 		$376K Sell
3,920
-599
-13% -$58.2K ﹤0.01% 565
2025
Q1 		$454K Buy
4,519
+867
+24% +$83.5K ﹤0.01% 522
2024
Q4 		$326K Buy
3,652
+171
+5% +$15.3K ﹤0.01% 627
2024
Q3 		$304K Buy
3,481
+332
+11% +$26.6K ﹤0.01% 659
2024
Q2 		$224K Sell
3,149
-87
-3% -$6.33K ﹤0.01% 718
2024
Q1 		$239K Sell
3,236
-1,776
-35% -$126K ﹤0.01% 685
2023
Q4 		$363K Buy
5,012
+102
+2% +$7.76K ﹤0.01% 547
2023
Q3 		$367K Sell
4,910
-192
-4% -$15.7K ﹤0.01% 525
2023
Q2 		$417K Sell
5,102
-1,008
-16% -$86.3K ﹤0.01% 493
2023
Q1 		$528K Buy
6,110
+1,261
+26% +$108K 0.01% 439
2022
Q4 		$431K Buy
4,849
+341
+8% +$28.7K 0.01% 485
2022
Q3 		$363K Buy
4,508
+240
+6% +$21.9K 0.01% 477
2022
Q2 		$386K Sell
4,268
-66
-2% -$6.11K 0.01% 479
2022
Q1 		$406K Buy
4,334
+99
+2% +$8.67K ﹤0.01% 485
2021
Q4 		$377K Buy
4,235
+614
+17% +$52.2K ﹤0.01% 523
2021
Q3 		$293K Buy
3,621
+536
+17% +$45.7K ﹤0.01% 589
2021
Q2 		$247K Buy
3,085
+213
+7% +$17.8K ﹤0.01% 639
2021
Q1 		$234K Buy
+2,872
New +$215K ﹤0.01% 635
2018
Q1 		– Sell
-199
Closed -$12K – 536
2017
Q4 		$12K Sell
199
-36
-15% -$2.21K ﹤0.01% 642
2017
Q3 		$14K Buy
+235
New +$13.6K ﹤0.01% 625

Other funds holding AEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Greenleaf Trust's AEE Position: Q2 2026 in Review

Greenleaf Trust increased its Ameren (AEE) stake by 1.7% in Q2 2026, buying an estimated $8.18K and bringing the position to 4,470 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Greenleaf Trust first reported a position in AEE in Q3 2017 and has held it in 24 quarters since. The position peaked at $528K in Q1 2023. 340 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Greenleaf Trust held 4,470 shares of Ameren worth $505K as of Q2 2026.
  • Greenleaf Trust bought 74 Ameren shares in Q2 2026, an estimated $8.18K.
  • Ameren made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #512 holding.
  • Greenleaf Trust first reported a position in Ameren in Q3 2017 and has held it in 24 quarters since.
  • Greenleaf Trust's Ameren position peaked at $528K in Q1 2023.
  • 340 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.