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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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. 954 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.
954 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.