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LRI Investments’s Ameren AEE Stock Holding History

LRI Investments’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 		$31.2K Buy
276
+11
+4% +$1.22K ﹤0.01% 649
2026
Q1 		$29.1K Buy
265
+128
+93% +$13.7K ﹤0.01% 611
2025
Q4 		$13.7K Hold
137
– – ﹤0.01% 785
2025
Q3 		$14.3K Hold
137
– – ﹤0.01% 794
2025
Q2 		$13.2K Buy
+137
New +$13.3K ﹤0.01% 786

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

LRI Investments's AEE Position: Q2 2026 in Review

LRI Investments increased its Ameren (AEE) stake by 4.2% in Q2 2026, buying an estimated $1.22K and bringing the position to 276 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

LRI Investments first reported a position in AEE in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • LRI Investments held 276 shares of Ameren worth $31.2K as of Q2 2026.
  • LRI Investments bought 11 Ameren shares in Q2 2026, an estimated $1.22K.
  • Ameren made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #649 holding.
  • LRI Investments first reported a position in Ameren in Q2 2025 and has held it in 5 quarters since.
  • 355 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

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