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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
Q2 		$855K Buy
7,564
+201
+3% +$22.2K 0.01% 889
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Summit Financial's AEE Position: Q2 2026 in Review

Summit Financial increased its Ameren (AEE) stake by 2.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 7,564 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #889.

Summit Financial first reported a position in AEE in Q1 2025 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Summit Financial held 7,564 shares of Ameren worth $855K as of Q2 2026.
  • Summit Financial bought 201 Ameren shares in Q2 2026, an estimated $22.2K.
  • Ameren made up 0.01% of Summit Financial's portfolio in Q2 2026, its #889 holding.
  • Summit Financial first reported a position in Ameren in Q1 2025 and has held it in 6 quarters since.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.