Optima Capital’s Ameren AEE Stock Holding History

Optima Capital’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	–	Sell	-450	Closed	-$44.9K	–	178
2025 Q4	$44.9K	Buy	+450	New	+$46.1K	0.02%	323

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Optima Capital's AEE Position: Q1 2026 in Review

Optima Capital sold out of Ameren (AEE) in Q1 2026, closing a stake of 450 shares — an estimated $44.9K sold.

Optima Capital first reported a position in AEE in Q4 2025 and held it in 1 quarter. The position peaked at $44.9K in Q4 2025. 928 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Optima Capital reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 450 Ameren shares in Q1 2026, an estimated $44.9K.
Optima Capital first reported a position in Ameren in Q4 2025 and held it in 1 quarter.
Optima Capital's Ameren position peaked at $44.9K in Q4 2025.
928 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.