Stack Financial 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
Q1
$16.9M Buy
153,635
+1,191
+0.8% +$127K 1.24% 34
2025
Q4
$15.2M Sell
152,444
-3,162
-2% -$324K 1.16% 35
2025
Q3
$16.2M Buy
155,606
+497
+0.3% +$49.6K 1.35% 33
2025
Q2
$14.9M Sell
155,109
-1,779
-1% -$173K 1.32% 34
2025
Q1
$15.8M Sell
156,888
-3,558
-2% -$343K 1.31% 34
2024
Q4
$14.3M Sell
160,446
-787
-0.5% -$70.5K 1.31% 34
2024
Q3
$14.1M Buy
161,233
+2,608
+2% +$209K 1.27% 35
2024
Q2
$11.3M Buy
158,625
+1,339
+0.9% +$97.4K 1.04% 39
2024
Q1
$11.6M Sell
157,286
-826
-0.5% -$58.7K 1.07% 38
2023
Q4
$11.4M Buy
+158,112
New +$12M 1.29% 35

Other funds holding AEE

Stack Financial Management's AEE Position: Q1 2026 in Review

Stack Financial Management increased its Ameren (AEE) stake by 0.78% in Q1 2026, buying an estimated $127K and bringing the position to 153,635 shares worth $16.9M. The position accounts for 1.24% of the portfolio, ranked #34.

Stack Financial Management first reported a position in AEE in Q4 2023 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Stack Financial Management held 153,635 shares of Ameren worth $16.9M as of Q1 2026.
  • Stack Financial Management bought 1,191 Ameren shares in Q1 2026, an estimated $127K.
  • Ameren made up 1.24% of Stack Financial Management's portfolio in Q1 2026, its #34 holding.
  • Stack Financial Management first reported a position in Ameren in Q4 2023 and has held it in 10 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.