Ameren Corp. (AEE): Regulated Utility Moat Offers Attractive Long-Term Outlook
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Antipodes Partners Jacob Mitchell | 1,346,145 | $133,779,890 | +5% | 2.46% |
| 2. | Diamond Hill Capital Ric Dillon | 568,971 | $56,544,338 | 0.62% | |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 65,450 | $6,504,421 | -55% | 0.01% |
| 4. | RWC Asset Management Tord Stallvik (Ceo) | 59,601 | $5,923,147 | 0.22% | |
| 5. | Fisher Asset Management Ken Fisher | 3,720 | $369,773 | +5% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.18 | 9,188 | $359,985.84 | 43,426 | 2014-05-30 | Filing | |
| $29.75 | 134 | $3,986.23 | 23,162 | 2010-11-05 | Filing | |
| $32.51 | 2 | $65.02 | 23,028 | 2008-12-22 | Filing | |
| $33.65 | 164 | $5,517.78 | 23,026 | 2008-11-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $110.72 | 6,500 | $719,680.00 | 193,790 | 2026-11-03 | Filing | |
| $105.53 | 248 | $26,171.44 | 13,888 | 2026-09-11 | Filing | |
| $109.88 | 500 | $54,940.00 | 25,595 | 2026-08-20 | Filing | |
| $109.87 | 471 | $51,748.77 | 26,008 | 2026-08-18 | Filing | |
| $108.93 | 325 | $35,402.25 | 32,340 | 2026-08-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,871,198 | $779,336,127 | 0.04% | |
| 2. | 4,577,243 | $454,886,432 | 0.02% | |
| 3. | 2,974,264 | $295,582,357 | 0.08% | |
| 4. | 2,461,412 | $244,615,123 | 0.05% | |
| 5. | 2,352,457 | $233,787,177 | 0.22% |