Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Ameren AEE Stock Holding History

Kovitz Investment Group Partners’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 		$2.12M Sell
18,749
-1,329
-7% -$147K 0.05% 225
2026
Q1 		$2.21M Sell
20,078
-449
-2% -$48K 0.05% 215
2025
Q4 		$2.05M Buy
+20,527
New +$2.1M 0.05% 232
2025
Q3 		– Sell
-2,962
Closed -$285K – 1396
2025
Q2 		$285K Buy
2,962
+221
+8% +$21.5K ﹤0.01% 1160
2025
Q1 		$275K Buy
2,741
+143
+6% +$13.8K ﹤0.01% 1081
2024
Q4 		$232K Buy
+2,598
New +$233K ﹤0.01% 1119

Other funds holding AEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Kovitz Investment Group Partners's AEE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Ameren (AEE) stake by 6.6% in Q2 2026, selling an estimated $147K and leaving 18,749 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #225.

Kovitz Investment Group Partners first reported a position in AEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.21M in Q1 2026. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Kovitz Investment Group Partners held 18,749 shares of Ameren worth $2.12M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,329 Ameren shares in Q2 2026, an estimated $147K.
  • Ameren made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #225 holding.
  • Kovitz Investment Group Partners first reported a position in Ameren in Q4 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Ameren position peaked at $2.21M in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.