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Atria Investments’s Ameren AEE Stock Holding History

Atria Investments’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 		$2.39M Buy
21,705
+1,041
+5% +$111K 0.03% 642
2025
Q4 		$2.06M Buy
20,664
+2,653
+15% +$272K 0.02% 713
2025
Q3 		$1.88M Buy
18,011
+665
+4% +$66.4K 0.02% 748
2025
Q2 		$1.67M Buy
17,346
+1,058
+6% +$103K 0.02% 802
2025
Q1 		$1.64M Buy
16,288
+629
+4% +$60.6K 0.02% 786
2024
Q4 		$1.4M Buy
15,659
+967
+7% +$86.6K 0.02% 828
2024
Q3 		$1.28M Sell
14,692
-1,845
-11% -$148K 0.02% 858
2024
Q2 		$1.18M Buy
16,537
+969
+6% +$70.5K 0.02% 857
2024
Q1 		$1.15M Buy
15,568
+1,671
+12% +$119K 0.02% 897
2023
Q4 		$1.01M Sell
13,897
-251
-2% -$19.1K 0.02% 890
2023
Q3 		$1.06M Buy
14,148
+927
+7% +$75.6K 0.02% 818
2023
Q2 		$1.08M Sell
13,221
-2,098
-14% -$180K 0.02% 797
2023
Q1 		$1.32M Buy
15,319
+657
+4% +$56.2K 0.03% 695
2022
Q4 		$1.3M Buy
14,662
+270
+2% +$22.7K 0.03% 661
2022
Q3 		$1.16M Buy
14,392
+534
+4% +$48.7K 0.03% 673
2022
Q2 		$1.25M Buy
13,858
+1,581
+13% +$146K 0.03% 662
2022
Q1 		$1.15M Buy
12,277
+41
+0.3% +$3.59K 0.02% 793
2021
Q4 		$1.09M Sell
12,236
-355
-3% -$30.2K 0.02% 797
2021
Q3 		$1.02M Buy
+12,591
New +$1.07M 0.02% 780
2020
Q2 		– Sell
-6,724
Closed -$490K – 515
2020
Q1 		$490K Buy
6,724
+768
+13% +$60.9K 0.04% 357
2019
Q4 		$457K Buy
5,956
+2,518
+73% +$191K 0.01% 819
2019
Q3 		$275K Buy
+3,438
New +$264K 0.01% 746
2018
Q4 		– Sell
-3,758
Closed -$238K – 877
2018
Q3 		$238K Buy
+3,758
New +$237K 0.01% 863

Other funds holding AEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Atria Investments's AEE Position: Q1 2026 in Review

Atria Investments increased its Ameren (AEE) stake by 5% in Q1 2026, buying an estimated $111K and bringing the position to 21,705 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #642.

Atria Investments first reported a position in AEE in Q3 2018 and has held it in 23 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Atria Investments held 21,705 shares of Ameren worth $2.39M as of Q1 2026.
  • Atria Investments bought 1,041 Ameren shares in Q1 2026, an estimated $111K.
  • Ameren made up 0.03% of Atria Investments's portfolio in Q1 2026, its #642 holding.
  • Atria Investments first reported a position in Ameren in Q3 2018 and has held it in 23 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.