Sagewood Asset Management’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$449K Buy
3,971
+1,056
+36% +$117K 0.1% 196
2026
Q1
$320K Sell
2,915
-1,899
-39% -$203K 0.1% 208
2025
Q4
$481K Buy
+4,814
New +$494K 0.17% 103

Other funds holding AEE

Sagewood Asset Management's AEE Position: Q2 2026 in Review

Sagewood Asset Management increased its Ameren (AEE) stake by 36% in Q2 2026, buying an estimated $117K and bringing the position to 3,971 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #196.

Sagewood Asset Management first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $481K in Q4 2025. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Sagewood Asset Management held 3,971 shares of Ameren worth $449K as of Q2 2026.
  • Sagewood Asset Management bought 1,056 Ameren shares in Q2 2026, an estimated $117K.
  • Ameren made up 0.1% of Sagewood Asset Management's portfolio in Q2 2026, its #196 holding.
  • Sagewood Asset Management first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Ameren position peaked at $481K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.