Alpha Family Trust’s Ameren AEE Stock Holding History

Alpha Family 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	$239K	Hold	2,110	–	–	0.1%	176
2026 Q1	$232K	Hold	2,110	–	–	0.11%	174
2025 Q4	$211K	Hold	2,110	–	–	0.1%	189
2025 Q3	$220K	Hold	2,110	–	–	0.1%	178
2025 Q2	$203K	Hold	2,110	–	–	0.1%	187
2025 Q1	$212K	Buy	+2,110	New	+$203K	0.12%	158

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 $3.38T AUM 44.17% 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

Alpha Family Trust's AEE Position: Q2 2026 in Review

Alpha Family Trust held its Ameren (AEE) position steady in Q2 2026 at 2,110 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #176.

Alpha Family Trust first reported a position in AEE in Q1 2025 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Alpha Family Trust held 2,110 shares of Ameren worth $239K as of Q2 2026.
Alpha Family Trust left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.1% of Alpha Family Trust's portfolio in Q2 2026, its #176 holding.
Alpha Family Trust first reported a position in Ameren in Q1 2025 and has held it in 6 quarters since.
954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.