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
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 $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kovitz Investment Group Partners's AEE Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Ameren (AEE) stake by 2.2% in Q1 2026, selling an estimated $48K and leaving 20,078 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #215.

Kovitz Investment Group Partners first reported a position in AEE in Q4 2024 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Kovitz Investment Group Partners held 20,078 shares of Ameren worth $2.21M as of Q1 2026.
  • Kovitz Investment Group Partners sold 449 Ameren shares in Q1 2026, an estimated $48K.
  • Ameren made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #215 holding.
  • Kovitz Investment Group Partners first reported a position in Ameren in Q4 2024 and has held it in 5 quarters since.
  • 926 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.