Arkadios Wealth Advisors’s Ameren AEE Stock Holding History

Arkadios Wealth Advisors’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	$554K	Buy	+5,039	New	+$539K	0.01%	1063
2021 Q4	–	Sell	-1,151	Closed	-$93K	–	595
2021 Q3	$93K	Hold	1,151	–	–	0.01%	708
2021 Q2	$92K	Buy	1,151 +1,150	+115,000%	+$96.3K	0.01%	738
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1629
2020 Q4	$0	Buy	+1	New	+$80	﹤0.01%	1356
2020 Q2	–	Sell	-7	Closed	-$510	–	950
2020 Q1	$510	Sell	7 -25	-78%	-$1.98K	﹤0.01%	1008
2019 Q4	$2.74K	Buy	+32	New	+$2.43K	﹤0.01%	784

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

Arkadios Wealth Advisors's AEE Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Ameren (AEE) in Q1 2026: 5,039 shares worth $554K. The stake represents 0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in AEE as recently as Q3 2021.

Arkadios Wealth Advisors first reported a position in AEE in Q4 2019 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Arkadios Wealth Advisors held 5,039 shares of Ameren worth $554K as of Q1 2026.
Ameren was a new Arkadios Wealth Advisors position in Q1 2026.
Ameren made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1063 holding.
Arkadios Wealth Advisors first reported a position in Ameren in Q4 2019 and has held it in 7 quarters since.
923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.