AAS
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Avantax Advisory Services’s Ameren AEE Stock Holding History

Avantax Advisory Services’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 		$2.43M Buy
25,254
+2,651
+12% +$257K 0.01% 705
2025
Q1 		$2.27M Sell
22,603
-800
-3% -$77K 0.01% 687
2024
Q4 		$2.09M Buy
23,403
+679
+3% +$60.8K 0.01% 694
2024
Q3 		$1.99M Buy
22,724
+14,634
+181% +$1.17M 0.01% 698
2024
Q2 		$575K Buy
+8,090
New +$588K ﹤0.01% 1279
2023
Q4 		– Sell
-4,672
Closed -$350K – 1572
2023
Q3 		$350K Buy
4,672
+111
+2% +$9.05K ﹤0.01% 1113
2023
Q2 		$373K Buy
4,561
+39
+0.9% +$3.34K ﹤0.01% 1073
2023
Q1 		$391K Buy
4,522
+372
+9% +$31.8K ﹤0.01% 1017
2022
Q4 		$369K Buy
4,150
+215
+5% +$18.1K ﹤0.01% 1007
2022
Q3 		$317K Buy
3,935
+743
+23% +$67.8K ﹤0.01% 977
2022
Q2 		$288K Sell
3,192
-1,629
-34% -$151K ﹤0.01% 1034
2022
Q1 		$448K Buy
4,821
+1,661
+53% +$145K 0.01% 826
2021
Q4 		$281K Buy
3,160
+100
+3% +$8.5K ﹤0.01% 1007
2021
Q3 		$247K Buy
3,060
+300
+11% +$25.6K ﹤0.01% 1007
2021
Q2 		$220K Hold
2,760
– – ﹤0.01% 1034
2021
Q1 		$223K Sell
2,760
-861
-24% -$64.5K ﹤0.01% 928
2020
Q4 		$283K Sell
3,621
-2,493
-41% -$200K 0.01% 748
2020
Q3 		$487K Buy
6,114
+3,175
+108% +$249K 0.01% 800
2020
Q2 		$205K Buy
2,939
+1
+0% +$72 0.01% 780
2020
Q1 		$214K Buy
+2,938
New +$233K 0.01% 698
2019
Q3 		– Sell
-2,748
Closed -$206K – 567
2019
Q2 		$206K Sell
2,748
-539
-16% -$39.7K 0.01% 483
2019
Q1 		$242K Sell
3,287
-305
-8% -$21.3K 0.01% 413
2018
Q4 		$234K Buy
+3,592
New +$240K 0.04% 347

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's AEE Position: Q2 2025 in Review

Avantax Advisory Services increased its Ameren (AEE) stake by 12% in Q2 2025, buying an estimated $257K and bringing the position to 25,254 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #705.

Avantax Advisory Services first reported a position in AEE in Q4 2018 and has held it in 23 quarters since. 800 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

  • Avantax Advisory Services held 25,254 shares of Ameren worth $2.43M as of Q2 2025.
  • Avantax Advisory Services bought 2,651 Ameren shares in Q2 2025, an estimated $257K.
  • Ameren made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #705 holding.
  • Avantax Advisory Services first reported a position in Ameren in Q4 2018 and has held it in 23 quarters since.
  • 800 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.