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Osterweis Capital Management’s Ameren AEE Stock Holding History

Osterweis Capital Management’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
2025
Q4 		– Sell
-307
Closed -$32K – 287
2025
Q3 		$32K Hold
307
– – ﹤0.01% 238
2025
Q2 		$29.5K Buy
307
+302
+6,040% +$29.3K ﹤0.01% 248
2025
Q1 		$502 Buy
+5
New +$481 ﹤0.01% 292

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Osterweis Capital Management's AEE Position: Q4 2025 in Review

Osterweis Capital Management sold out of Ameren (AEE) in Q4 2025, closing a stake of 307 shares — an estimated $32K sold.

Osterweis Capital Management first reported a position in AEE in Q1 2025 and held it in 3 quarters. The position peaked at $32K in Q3 2025. 879 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

  • Osterweis Capital Management reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 307 Ameren shares in Q4 2025, an estimated $32K.
  • Osterweis Capital Management first reported a position in Ameren in Q1 2025 and held it in 3 quarters.
  • Osterweis Capital Management's Ameren position peaked at $32K in Q3 2025.
  • 879 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.