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Summit Securities Group’s Ameren AEE Stock Holding History

Summit Securities Group’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 		$311K Buy
2,747
+2,702
+6,004% +$299K 0.03% 222
2026
Q1 		$4.95K Sell
45
-357
-89% -$38.2K ﹤0.01% 798
2025
Q4 		$40.1K Sell
402
-65
-14% -$6.67K 0.01% 658
2025
Q3 		$48.7K Buy
467
+284
+155% +$28.3K 0.01% 569
2025
Q2 		$17.6K Buy
+183
New +$17.8K ﹤0.01% 750
2024
Q1 		– Sell
-2,500
Closed -$181K – 427
2023
Q4 		$181K Buy
+2,500
New +$190K 0.02% 267
2023
Q3 		– Sell
-344
Closed -$28K – 535
2023
Q2 		$28K Sell
344
-163
-32% -$14K ﹤0.01% 548
2023
Q1 		$44K Buy
507
+245
+94% +$21K ﹤0.01% 452
2022
Q4 		$23K Sell
262
-379
-59% -$31.9K ﹤0.01% 875
2022
Q3 		$52K Buy
641
+101
+19% +$9.22K ﹤0.01% 612
2022
Q2 		$49K Buy
540
+434
+409% +$40.2K 0.01% 548
2022
Q1 		$10K Buy
+106
New +$9.28K ﹤0.01% 824
2015
Q2 		– Sell
-966
Closed -$41K – 444
2015
Q1 		$41K Buy
+966
New +$42K 0.03% 175
2014
Q3 		– Sell
-2,000
Closed -$82K – 691
2014
Q2 		$82K Buy
+2,000
New +$79.7K 0.03% 253

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 Securities Group's AEE Position: Q2 2026 in Review

Summit Securities Group increased its Ameren (AEE) stake by 6,004% in Q2 2026, buying an estimated $299K and bringing the position to 2,747 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #222.

Summit Securities Group first reported a position in AEE in Q2 2014 and has held it in 14 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Summit Securities Group held 2,747 shares of Ameren worth $311K as of Q2 2026.
  • Summit Securities Group bought 2,702 Ameren shares in Q2 2026, an estimated $299K.
  • Ameren made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #222 holding.
  • Summit Securities Group first reported a position in Ameren in Q2 2014 and has held it in 14 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

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