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Summitry LLC’s Ameren AEE Stock Holding History

Summitry LLC’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 		$201K Sell
1,781
-409
-19% -$45.2K 0.01% 333
2026
Q1 		$241K Buy
2,190
+145
+7% +$15.5K 0.01% 251
2025
Q4 		$204K Buy
+2,045
New +$210K 0.01% 240

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 $3.38T AUM 44.17% 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

Summitry LLC's AEE Position: Q2 2026 in Review

Summitry LLC reduced its Ameren (AEE) stake by 19% in Q2 2026, selling an estimated $45.2K and leaving 1,781 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #333.

Summitry LLC first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Summitry LLC held 1,781 shares of Ameren worth $201K as of Q2 2026.
  • Summitry LLC sold 409 Ameren shares in Q2 2026, an estimated $45.2K.
  • Ameren made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #333 holding.
  • Summitry LLC first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • Summitry LLC's Ameren position peaked at $241K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.