Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,940
Closed -$213K 385
2026
Q1
$213K Sell
1,940
-373
-16% -$39.9K 0.01% 368
2025
Q4
$231K Sell
2,313
-8,746
-79% -$897K 0.01% 369
2025
Q3
$1.15M Sell
11,059
-3,462
-24% -$346K 0.06% 211
2025
Q2
$1.39M Buy
14,521
+1,369
+10% +$133K 0.07% 195
2025
Q1
$1.32M Buy
13,152
+7,979
+154% +$768K 0.05% 137
2024
Q4
$461K Buy
+5,173
New +$463K 0.01% 433
2024
Q1
Sell
-3,454
Closed -$250K 858
2023
Q4
$250K Sell
3,454
-162
-4% -$12.3K 0.01% 689
2023
Q3
$271K Buy
3,616
+116
+3% +$9.46K 0.01% 645
2023
Q2
$286K Sell
3,500
-718
-17% -$61.5K 0.01% 694
2023
Q1
$364K Buy
4,218
+58
+1% +$4.96K 0.01% 653
2022
Q4
$370K Sell
4,160
-193
-4% -$16.2K 0.01% 658
2022
Q3
$351K Buy
4,353
+534
+14% +$48.7K 0.01% 635
2022
Q2
$345K Buy
3,819
+24
+0.6% +$2.22K 0.01% 527
2022
Q1
$355K Sell
3,795
-590
-13% -$51.7K ﹤0.01% 539
2021
Q4
$390K Buy
4,385
+636
+17% +$54K 0.01% 502
2021
Q3
$304K Sell
3,749
-219
-6% -$18.7K ﹤0.01% 781
2021
Q2
$318K Sell
3,968
-94
-2% -$7.87K ﹤0.01% 732
2021
Q1
$331K Sell
4,062
-369
-8% -$27.6K ﹤0.01% 650
2020
Q4
$346K Sell
4,431
-759
-15% -$60.8K 0.01% 575
2020
Q3
$411K Sell
5,190
-1,139
-18% -$89.4K 0.01% 456
2020
Q2
$445K Sell
6,329
-11,849
-65% -$859K 0.01% 382
2020
Q1
$1.32M Sell
18,178
-3,712
-17% -$294K 0.03% 212
2019
Q4
$1.68M Sell
21,890
-4,340
-17% -$330K 0.03% 238
2019
Q3
$2.1M Sell
26,230
-414
-2% -$31.8K 0.04% 201
2019
Q2
$2M Sell
26,644
-624
-2% -$46K 0.07% 206
2019
Q1
$2.01M Sell
27,268
-3,123
-10% -$218K 0.08% 160
2018
Q4
$1.98M Sell
30,391
-6
-0% -$400 0.08% 155
2018
Q3
$1.92M Sell
30,397
-2,172
-7% -$137K 0.07% 177
2018
Q2
$1.98M Sell
32,569
-2,971
-8% -$171K 0.08% 174
2018
Q1
$2.01M Sell
35,540
-1,005
-3% -$55.6K 0.08% 179
2017
Q4
$2.16M Buy
36,545
+520
+1% +$32K 0.08% 175
2017
Q3
$2.08M Buy
36,025
+4,679
+15% +$270K 0.08% 178
2017
Q2
$1.71M Buy
31,346
+3,468
+12% +$193K 0.07% 201
2017
Q1
$1.52M Sell
27,878
-5,236
-16% -$280K 0.06% 208
2016
Q4
$1.74M Sell
33,114
-539
-2% -$26.7K 0.07% 192
2016
Q3
$1.66M Buy
33,653
+1,626
+5% +$83K 0.07% 201
2016
Q2
$1.72M Buy
32,027
+2,849
+10% +$140K 0.07% 203
2016
Q1
$1.46M Buy
29,178
+3,312
+13% +$153K 0.06% 217
2015
Q4
$1.12M Sell
25,866
-627
-2% -$27.2K 0.04% 256
2015
Q3
$1.12M Sell
26,493
-2,726
-9% -$110K 0.04% 283
2015
Q2
$1.1M Sell
29,219
-1,588
-5% -$63.8K 0.04% 309
2015
Q1
$1.3M Buy
30,807
+2,234
+8% +$97.2K 0.04% 289
2014
Q4
$1.32M Buy
+28,573
New +$1.21M 0.04% 281

Other funds holding AEE

SVB Wealth's AEE Position: Q2 2026 in Review

SVB Wealth sold out of Ameren (AEE) in Q2 2026, closing a stake of 1,940 shares — an estimated $213K sold.

SVB Wealth first reported a position in AEE in Q4 2014 and held it in 43 quarters. The position peaked at $2.16M in Q4 2017. 944 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • SVB Wealth reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
  • SVB Wealth sold 1,940 Ameren shares in Q2 2026, an estimated $213K.
  • SVB Wealth first reported a position in Ameren in Q4 2014 and held it in 43 quarters.
  • SVB Wealth's Ameren position peaked at $2.16M in Q4 2017.
  • 944 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.