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 Q2	$260K	Sell	2,300 -2,739	-54%	-$303K	﹤0.01%	1483
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 $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

Arkadios Wealth Advisors's AEE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Ameren (AEE) stake by 54% in Q2 2026, selling an estimated $303K and leaving 2,300 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Arkadios Wealth Advisors first reported a position in AEE in Q4 2019 and has held it in 8 quarters since. The position peaked at $554K in Q1 2026. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Arkadios Wealth Advisors held 2,300 shares of Ameren worth $260K as of Q2 2026.
Arkadios Wealth Advisors sold 2,739 Ameren shares in Q2 2026, an estimated $303K.
Ameren made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1483 holding.
Arkadios Wealth Advisors first reported a position in Ameren in Q4 2019 and has held it in 8 quarters since.
Arkadios Wealth Advisors's Ameren position peaked at $554K in Q1 2026.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.