West Branch Capital’s Ameren AEE Stock Holding History

West Branch Capital’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	$227	Hold	2	–	–	﹤0.01%	344
2026 Q1	$220	Hold	2	–	–	﹤0.01%	363
2025 Q4	$200	Hold	2	–	–	﹤0.01%	404
2025 Q3	$209	Hold	2	–	–	﹤0.01%	431
2025 Q2	$193	Hold	2	–	–	﹤0.01%	448
2025 Q1	$201	Hold	2	–	–	﹤0.01%	471
2024 Q4	$179	Hold	2	–	–	﹤0.01%	479
2024 Q3	$175	Buy	+2	New	+$160	﹤0.01%	479
2023 Q2	–	Sell	-304	Closed	-$26.3K	–	450
2023 Q1	$26.3K	Hold	304	–	–	0.01%	210
2022 Q4	$27K	Hold	304	–	–	0.02%	202
2022 Q3	$24K	Hold	304	–	–	0.01%	212
2022 Q2	$27K	Hold	304	–	–	0.02%	206
2022 Q1	$29K	Hold	304	–	–	0.01%	216
2021 Q4	$27K	Hold	304	–	–	0.01%	239
2021 Q3	$25K	Hold	304	–	–	0.01%	232
2021 Q2	$24K	Buy	+304	New	+$25.4K	0.01%	241

Other funds holding AEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

West Branch Capital's AEE Position: Q2 2026 in Review

West Branch Capital held its Ameren (AEE) position steady in Q2 2026 at 2 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #344.

West Branch Capital first reported a position in AEE in Q2 2021 and has held it in 16 quarters since. The position peaked at $29K in Q1 2022. 180 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

West Branch Capital held 2 shares of Ameren worth $227 as of Q2 2026.
West Branch Capital left its Ameren share count unchanged in Q2 2026.
Ameren made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #344 holding.
West Branch Capital first reported a position in Ameren in Q2 2021 and has held it in 16 quarters since.
West Branch Capital's Ameren position peaked at $29K in Q1 2022.
180 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.