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Summit Global Investments’s Ameren AEE Stock Holding History

Summit Global Investments’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 		$2.08M Buy
18,370
+1,024
+6% +$113K 0.11% 91
2026
Q1 		$1.91M Sell
17,346
-6,847
-28% -$732K 0.11% 98
2025
Q4 		$2.42M Sell
24,193
-10,215
-30% -$1.05M 0.14% 86
2025
Q3 		$3.59M Buy
34,408
+10,865
+46% +$1.08M 0.21% 71
2025
Q2 		$2.26M Buy
+23,543
New +$2.29M 0.13% 103

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 Global Investments's AEE Position: Q2 2026 in Review

Summit Global Investments increased its Ameren (AEE) stake by 5.9% in Q2 2026, buying an estimated $113K and bringing the position to 18,370 shares worth $2.08M. The position accounts for 0.11% of the portfolio, ranked #91.

Summit Global Investments first reported a position in AEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.59M in Q3 2025. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Summit Global Investments held 18,370 shares of Ameren worth $2.08M as of Q2 2026.
  • Summit Global Investments bought 1,024 Ameren shares in Q2 2026, an estimated $113K.
  • Ameren made up 0.11% of Summit Global Investments's portfolio in Q2 2026, its #91 holding.
  • Summit Global Investments first reported a position in Ameren in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Ameren position peaked at $3.59M in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.