Ameritas Advisory Services’s Ameren AEE Stock Holding History

Ameritas Advisory Services’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 Q1	$224K	Sell	2,040 -98	-5%	-$10.5K	0.01%	889
2025 Q4	$214K	Buy	2,138 +2,098	+5,245%	+$215K	0.01%	881
2025 Q3	$4.17K	Sell	40 -316	-89%	-$31.5K	﹤0.01%	1869
2025 Q2	$34.2K	Buy	+356	New	+$34.6K	﹤0.01%	1485
2023 Q2	–	Sell	-1,371	Closed	-$124K	–	574
2023 Q1	$124K	Buy	+1,371	New	+$117K	0.01%	920

Other funds holding AEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ameritas Advisory Services's AEE Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Ameren (AEE) stake by 4.6% in Q1 2026, selling an estimated $10.5K and leaving 2,040 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #889.

Ameritas Advisory Services first reported a position in AEE in Q1 2023 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Ameritas Advisory Services held 2,040 shares of Ameren worth $224K as of Q1 2026.
Ameritas Advisory Services sold 98 Ameren shares in Q1 2026, an estimated $10.5K.
Ameren made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #889 holding.
Ameritas Advisory Services first reported a position in Ameren in Q1 2023 and has held it in 5 quarters since.
923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.