Whittier Trust’s Ameren AEE Stock Holding History

Whittier Trust’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	$72.8K	Buy	644 +157	+32%	+$17.3K	﹤0.01%	811
2026 Q1	$54.3K	Hold	487	–	–	﹤0.01%	826
2025 Q4	$49K	Hold	487	–	–	﹤0.01%	867
2025 Q3	$50.5K	Hold	487	–	–	﹤0.01%	846
2025 Q2	$46.8K	Sell	487 -12	-2%	-$1.17K	﹤0.01%	947
2025 Q1	$50.1K	Buy	499 +114	+30%	+$11K	﹤0.01%	931
2024 Q4	$34.3K	Buy	385 +47	+14%	+$4.21K	﹤0.01%	1001
2024 Q3	$29.6K	Buy	338 +10	+3%	+$801	﹤0.01%	1015
2024 Q2	$23.3K	Sell	328 -1,676	-84%	-$122K	﹤0.01%	1064
2024 Q1	$148K	Hold	2,004	–	–	﹤0.01%	713
2023 Q4	$145K	Sell	2,004 -180	-8%	-$13.7K	﹤0.01%	688
2023 Q3	$163K	Buy	2,184 +57	+3%	+$4.65K	﹤0.01%	662
2023 Q2	$174K	Sell	2,127 -539	-20%	-$46.2K	﹤0.01%	657
2023 Q1	$230K	Buy	2,666 +620	+30%	+$53.1K	﹤0.01%	629
2022 Q4	$182K	Buy	2,046 +150	+8%	+$12.6K	﹤0.01%	672
2022 Q3	$153K	Sell	1,896 -13	-0.7%	-$1.19K	﹤0.01%	693
2022 Q2	$172K	Hold	1,909	–	–	﹤0.01%	679
2022 Q1	$179K	Hold	1,909	–	–	﹤0.01%	694
2021 Q4	$170K	Hold	1,909	–	–	﹤0.01%	705
2021 Q3	$155K	Buy	1,909 +13	+0.7%	+$1.11K	﹤0.01%	688
2021 Q2	$152K	Buy	1,896 +75	+4%	+$6.28K	﹤0.01%	710
2021 Q1	$148K	Sell	1,821 -600	-25%	-$45K	﹤0.01%	696
2020 Q4	$189K	Buy	2,421 +660	+37%	+$52.9K	﹤0.01%	603
2020 Q3	$139K	Hold	1,761	–	–	﹤0.01%	645
2020 Q2	$124K	Hold	1,761	–	–	﹤0.01%	633
2020 Q1	$128K	Sell	1,761 -9	-0.5%	-$714	﹤0.01%	611
2019 Q4	$136K	Hold	1,770	–	–	﹤0.01%	632
2019 Q3	$142K	Buy	1,770 +61	+4%	+$4.68K	﹤0.01%	608
2019 Q2	$128K	Hold	1,709	–	–	﹤0.01%	609
2019 Q1	$126K	Buy	1,709 +9	+0.5%	+$627	﹤0.01%	612
2018 Q4	$111K	Hold	1,700	–	–	﹤0.01%	614
2018 Q3	$107K	Hold	1,700	–	–	﹤0.01%	628
2018 Q2	$103K	Hold	1,700	–	–	﹤0.01%	617
2018 Q1	$96K	Hold	1,700	–	–	﹤0.01%	646
2017 Q4	$100K	Hold	1,700	–	–	﹤0.01%	619
2017 Q3	$98K	Hold	1,700	–	–	﹤0.01%	613
2017 Q2	$93K	Hold	1,700	–	–	﹤0.01%	592
2017 Q1	$93K	Hold	1,700	–	–	﹤0.01%	596
2016 Q4	$89K	Hold	1,700	–	–	﹤0.01%	606
2016 Q3	$84K	Hold	1,700	–	–	﹤0.01%	610
2016 Q2	$91K	Hold	1,700	–	–	﹤0.01%	607
2016 Q1	$85K	Hold	1,700	–	–	﹤0.01%	614
2015 Q4	$73K	Hold	1,700	–	–	﹤0.01%	651
2015 Q3	$72K	Hold	1,700	–	–	﹤0.01%	643
2015 Q2	$64K	Hold	1,700	–	–	﹤0.01%	706
2015 Q1	$72K	Hold	1,700	–	–	﹤0.01%	659
2014 Q4	$78K	Hold	1,700	–	–	﹤0.01%	588
2014 Q3	$65K	Hold	1,700	–	–	﹤0.01%	615
2014 Q2	$69K	Sell	1,700 -2,060	-55%	-$82.1K	﹤0.01%	605
2014 Q1	$155K	Hold	3,760	–	–	0.01%	474
2013 Q4	$136K	Buy	3,760 +2,060	+121%	+$74K	0.01%	493
2013 Q3	$59K	Hold	1,700	–	–	﹤0.01%	634
2013 Q2	$59K	Buy	+1,700	New	+$59.4K	﹤0.01%	627

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Whittier Trust's AEE Position: Q2 2026 in Review

Whittier Trust increased its Ameren (AEE) stake by 32% in Q2 2026, buying an estimated $17.3K and bringing the position to 644 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Whittier Trust first reported a position in AEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $230K in Q1 2023. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Whittier Trust held 644 shares of Ameren worth $72.8K as of Q2 2026.
Whittier Trust bought 157 Ameren shares in Q2 2026, an estimated $17.3K.
Ameren made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #811 holding.
Whittier Trust first reported a position in Ameren in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's Ameren position peaked at $230K in Q1 2023.
946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.