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Atria Wealth Solutions’s Ameren AEE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$232K Sell
2,418
-2,818
-54% -$274K 0.01% 1295
2025
Q1 		$526K Buy
5,236
+139
+3% +$13.4K 0.01% 1174
2024
Q4 		$454K Buy
5,097
+3
+0.1% +$269 0.01% 1325
2024
Q3 		$446K Buy
+5,094
New +$408K ﹤0.01% 1300
2024
Q2 		– Sell
-2,767
Closed -$207K – 1923
2024
Q1 		$207K Sell
2,767
-101
-4% -$7.18K ﹤0.01% 1811
2023
Q4 		$207K Buy
2,868
+101
+4% +$7.68K ﹤0.01% 1753
2023
Q3 		$207K Sell
2,767
-18
-0.6% -$1.47K ﹤0.01% 1681
2023
Q2 		$227K Sell
2,785
-2
-0.1% -$171 ﹤0.01% 1618
2023
Q1 		$241K Sell
2,787
-632
-18% -$54.1K ﹤0.01% 1553
2022
Q4 		$304K Sell
3,419
-317
-8% -$26.6K ﹤0.01% 1354
2022
Q3 		$301K Sell
3,736
-3,560
-49% -$325K 0.01% 1296
2022
Q2 		$827K Buy
7,296
+3,873
+113% +$358K 0.02% 773
2022
Q1 		$321K Buy
+3,423
New +$300K 0.01% 1281

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's AEE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Ameren (AEE) stake by 54% in Q2 2025, selling an estimated $274K and leaving 2,418 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #1295.

Atria Wealth Solutions first reported a position in AEE in Q1 2022 and has held it in 13 quarters since. The position peaked at $827K in Q2 2022. 800 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

  • Atria Wealth Solutions held 2,418 shares of Ameren worth $232K as of Q2 2025.
  • Atria Wealth Solutions sold 2,818 Ameren shares in Q2 2025, an estimated $274K.
  • Ameren made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1295 holding.
  • Atria Wealth Solutions first reported a position in Ameren in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Ameren position peaked at $827K in Q2 2022.
  • 800 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.