Arax Advisory Partners’s Ameren AEE Stock Holding History

Arax Advisory Partners’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	$4.61M	Buy	40,745 +21,363	+110%	+$2.36M	0.03%	514
2026 Q1	$2.13M	Sell	19,382 -22,574	-54%	-$2.41M	0.06%	261
2025 Q4	$4.19M	Sell	41,956 -40,737	-49%	-$4.18M	0.12%	141
2025 Q3	$8.63M	Buy	82,693 +81,728	+8,469%	+$8.16M	0.12%	127
2025 Q2	$111K	Buy	965 +17	+2%	+$1.65K	0.01%	892
2025 Q1	$95.2K	Sell	948 -222	-19%	-$21.4K	0.01%	738
2024 Q4	$104K	Buy	1,170 +34	+3%	+$3.04K	0.01%	667
2024 Q3	$99.4K	Buy	1,136 +97	+9%	+$7.77K	0.01%	495
2024 Q2	$73.9K	Buy	1,039 +259	+33%	+$18.8K	0.01%	538
2024 Q1	$57.7K	Buy	780 +15	+2%	+$1.07K	0.01%	467
2023 Q4	$55.3K	Hold	765	–	–	0.01%	462
2023 Q3	$57.2K	Hold	765	–	–	0.01%	439
2023 Q2	$62.5K	Hold	765	–	–	0.01%	429
2023 Q1	$66.1K	Hold	765	–	–	0.01%	415
2022 Q4	$68K	Hold	765	–	–	0.01%	404
2022 Q3	$62K	Hold	765	–	–	0.01%	393
2022 Q2	$69K	Hold	765	–	–	0.01%	376
2022 Q1	$72K	Hold	765	–	–	0.01%	399
2021 Q4	$68K	Hold	765	–	–	0.01%	415
2021 Q3	$62K	Hold	765	–	–	0.01%	421
2021 Q2	$61K	Buy	+765	New	+$64K	0.01%	439
2020 Q4	$60K	Hold	765	–	–	0.01%	383
2020 Q3	$60K	Hold	765	–	–	0.01%	350
2020 Q2	$54K	Hold	765	–	–	0.01%	353
2020 Q1	$56K	Hold	765	–	–	0.01%	311
2019 Q4	$59K	Hold	765	–	–	0.02%	314
2019 Q3	$61K	Hold	765	–	–	0.02%	303
2019 Q2	$57K	Buy	+765	New	+$56.4K	0.02%	308
2018 Q4	$50K	Hold	765	–	–	0.02%	271
2018 Q3	$48K	Buy	+765	New	+$48.2K	0.02%	292

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

Arax Advisory Partners's AEE Position: Q2 2026 in Review

Arax Advisory Partners increased its Ameren (AEE) stake by 110% in Q2 2026, buying an estimated $2.36M and bringing the position to 40,745 shares worth $4.61M. The position accounts for 0.03% of the portfolio, ranked #514.

Arax Advisory Partners first reported a position in AEE in Q3 2018 and has held it in 30 quarters since. The position peaked at $8.63M in Q3 2025. 944 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Arax Advisory Partners held 40,745 shares of Ameren worth $4.61M as of Q2 2026.
Arax Advisory Partners bought 21,363 Ameren shares in Q2 2026, an estimated $2.36M.
Ameren made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #514 holding.
Arax Advisory Partners first reported a position in Ameren in Q3 2018 and has held it in 30 quarters since.
Arax Advisory Partners's Ameren position peaked at $8.63M in Q3 2025.
944 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.