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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
2024
Q1 		– Sell
-2,000
Closed -$145K – 428
2023
Q4 		$145K Buy
+2,000
New +$152K 0.01% 288

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 Securities Group's AEE Position: Q1 2026 in Review

Summit Securities Group reduced its Ameren (AEE) stake by 89% in Q1 2026, selling an estimated $38.2K and leaving 45 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Summit Securities Group first reported a position in AEE in Q2 2014 and has held it in 13 quarters since. The position peaked at $181K in Q4 2023. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Summit Securities Group held 45 shares of Ameren worth $4.95K as of Q1 2026.
  • Summit Securities Group sold 357 Ameren shares in Q1 2026, an estimated $38.2K.
  • Ameren made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #798 holding.
  • Summit Securities Group first reported a position in Ameren in Q2 2014 and has held it in 13 quarters since.
  • Summit Securities Group's Ameren position peaked at $181K in Q4 2023.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.