InvesTrust
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InvesTrust’s Ameren AEE Stock Holding History

InvesTrust’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
Q3 		$388K Hold
3,900
– – 0.16% 84
2026
Q2 		$441K Hold
3,900
– – 0.17% 86
2026
Q1 		$429K Hold
3,900
– – 0.18% 82
2025
Q4 		$389K Sell
3,900
-108
-3% -$11.1K 0.15% 84
2025
Q3 		$418K Hold
4,008
– – 0.15% 83
2025
Q2 		$385K Hold
4,008
– – 0.15% 85
2025
Q1 		$402K Hold
4,008
– – 0.11% 84
2024
Q4 		$359K Buy
+4,008
New +$359K 0.1% 85

Other funds holding AEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

InvesTrust's AEE Position: Q3 2026 in Review

InvesTrust held its Ameren (AEE) position steady in Q3 2026 at 3,900 shares worth $388K. The position accounts for 0.16% of the portfolio, ranked #84.

InvesTrust first reported a position in AEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $441K in Q2 2026. 321 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • InvesTrust held 3,900 shares of Ameren worth $388K as of Q3 2026.
  • InvesTrust left its Ameren share count unchanged in Q3 2026.
  • Ameren made up 0.16% of InvesTrust's portfolio in Q3 2026, its #84 holding.
  • InvesTrust first reported a position in Ameren in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Ameren position peaked at $441K in Q2 2026.
  • 321 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.