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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
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

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

InvesTrust's AEE Position: Q2 2026 in Review

InvesTrust held its Ameren (AEE) position steady in Q2 2026 at 3,900 shares worth $441K. The position accounts for 0.17% of the portfolio, ranked #86.

InvesTrust first reported a position in AEE in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • InvesTrust held 3,900 shares of Ameren worth $441K as of Q2 2026.
  • InvesTrust left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.17% of InvesTrust's portfolio in Q2 2026, its #86 holding.
  • InvesTrust first reported a position in Ameren in Q4 2024 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.