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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
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 $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 Trail Advisors's AEE Position: Q1 2026 in Review

Summit Trail Advisors increased its Ameren (AEE) stake by 55% in Q1 2026, buying an estimated $714K and bringing the position to 18,721 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #501.

Summit Trail Advisors first reported a position in AEE in Q4 2017 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Summit Trail Advisors held 18,721 shares of Ameren worth $2.06M as of Q1 2026.
  • Summit Trail Advisors bought 6,679 Ameren shares in Q1 2026, an estimated $714K.
  • Ameren made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #501 holding.
  • Summit Trail Advisors first reported a position in Ameren in Q4 2017 and has held it in 6 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.