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Summit Trail Advisors’s Ameren AEE Stock Holding History

Summit Trail Advisors’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 Sell
18,363
-358
-2% -$39.6K 0.03% 590
2026
Q1 		$2.06M Buy
18,721
+6,679
+55% +$714K 0.03% 501
2025
Q4 		$1.2M Sell
12,042
-31
-0.3% -$3.18K 0.02% 713
2025
Q3 		$1.26M Buy
12,073
+9,354
+344% +$934K 0.02% 702
2025
Q2 		$261K Buy
+2,719
New +$264K ﹤0.01% 974
2024
Q4 		– Sell
-3,049
Closed -$267K – 401
2024
Q3 		$267K Buy
+3,049
New +$244K 0.01% 585
2018
Q1 		– Sell
-243
Closed -$14K – 435
2017
Q4 		$14K Buy
+243
New +$14.9K ﹤0.01% 1127

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 Trail Advisors's AEE Position: Q2 2026 in Review

Summit Trail Advisors reduced its Ameren (AEE) stake by 1.9% in Q2 2026, selling an estimated $39.6K and leaving 18,363 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #590.

Summit Trail Advisors first reported a position in AEE in Q4 2017 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Summit Trail Advisors held 18,363 shares of Ameren worth $2.08M as of Q2 2026.
  • Summit Trail Advisors sold 358 Ameren shares in Q2 2026, an estimated $39.6K.
  • Ameren made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #590 holding.
  • Summit Trail Advisors first reported a position in Ameren in Q4 2017 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.