AF
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Allworth Financial’s Ameren AEE Stock Holding History

Allworth Financial’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 		$4.63M Sell
41,002
-882
-2% -$97.5K 0.02% 366
2026
Q1 		$4.6M Buy
41,884
+2,679
+7% +$286K 0.02% 378
2025
Q4 		$3.92M Buy
39,205
+6,060
+18% +$621K 0.02% 402
2025
Q3 		$3.46M Buy
33,145
+398
+1% +$39.7K 0.02% 390
2025
Q2 		$3.15M Buy
32,747
+2,943
+10% +$286K 0.02% 398
2025
Q1 		$2.95M Buy
29,804
+631
+2% +$60.8K 0.02% 338
2024
Q4 		$2.72M Buy
29,173
+23,096
+380% +$2.07M 0.02% 346
2024
Q3 		$532K Buy
6,077
+1,766
+41% +$141K ﹤0.01% 563
2024
Q2 		$323K Buy
4,311
+2,034
+89% +$148K ﹤0.01% 671
2024
Q1 		$168K Buy
2,277
+821
+56% +$58.4K ﹤0.01% 834
2023
Q4 		$105K Buy
1,456
+277
+23% +$21.1K ﹤0.01% 922
2023
Q3 		$88.2K Sell
1,179
-530
-31% -$43.2K ﹤0.01% 927
2023
Q2 		$140K Sell
1,709
-6,788
-80% -$581K ﹤0.01% 788
2023
Q1 		$734K Buy
8,497
+150
+2% +$12.8K 0.01% 394
2022
Q4 		$742K Buy
8,347
+350
+4% +$29.4K 0.01% 388
2022
Q3 		$644K Buy
7,997
+270
+3% +$24.6K 0.01% 383
2022
Q2 		$698K Buy
7,727
+34
+0.4% +$3.15K 0.01% 352
2022
Q1 		$721K Buy
7,693
+7,528
+4,562% +$659K 0.01% 343
2021
Q4 		$15K Hold
165
– – ﹤0.01% 1216
2021
Q3 		$13K Sell
165
-181
-52% -$15.4K ﹤0.01% 1167
2021
Q2 		$28K Buy
+346
New +$29K ﹤0.01% 764
2018
Q2 		– Sell
-2
Closed – – 930
2018
Q1 		$0 Sell
2
-2
-50% -$111 ﹤0.01% 798
2017
Q4 		$0 Buy
+4
New +$246 ﹤0.01% 724

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 $3.37T AUM 44.26% 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

Allworth Financial's AEE Position: Q2 2026 in Review

Allworth Financial reduced its Ameren (AEE) stake by 2.1% in Q2 2026, selling an estimated $97.5K and leaving 41,002 shares worth $4.63M. The position accounts for 0.02% of the portfolio, ranked #366.

Allworth Financial first reported a position in AEE in Q4 2017 and has held it in 23 quarters since. 944 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Allworth Financial held 41,002 shares of Ameren worth $4.63M as of Q2 2026.
  • Allworth Financial sold 882 Ameren shares in Q2 2026, an estimated $97.5K.
  • Ameren made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #366 holding.
  • Allworth Financial first reported a position in Ameren in Q4 2017 and has held it in 23 quarters since.
  • 944 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.