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Summit Financial’s Ameren AEE Stock Holding History

Summit Financial’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 		$809K Buy
7,363
+864
+13% +$92.4K 0.01% 847
2025
Q4 		$649K Sell
6,499
-94
-1% -$9.64K 0.01% 806
2025
Q3 		$688K Sell
6,593
-142
-2% -$14.2K 0.01% 775
2025
Q2 		$647K Buy
6,735
+942
+16% +$91.5K 0.01% 510
2025
Q1 		$582K Buy
+5,793
New +$558K 0.02% 481

Other funds holding AEE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Summit Financial's AEE Position: Q1 2026 in Review

Summit Financial increased its Ameren (AEE) stake by 13% in Q1 2026, buying an estimated $92.4K and bringing the position to 7,363 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #847.

Summit Financial first reported a position in AEE in Q1 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Summit Financial held 7,363 shares of Ameren worth $809K as of Q1 2026.
  • Summit Financial bought 864 Ameren shares in Q1 2026, an estimated $92.4K.
  • Ameren made up 0.01% of Summit Financial's portfolio in Q1 2026, its #847 holding.
  • Summit Financial first reported a position in Ameren in Q1 2025 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.