Ballast Advisors’s Ameren AEE Stock Holding History

Ballast 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	–	Sell	-200	Closed	-$22K	–	201
2026 Q1	$22K	Buy	+200	New	+$21.4K	0.01%	277

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

Ballast Advisors's AEE Position: Q2 2026 in Review

Ballast Advisors sold out of Ameren (AEE) in Q2 2026, closing a stake of 200 shares — an estimated $22K sold.

Ballast Advisors first reported a position in AEE in Q1 2026 and held it in 1 quarter. The position peaked at $22K in Q1 2026. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Ballast Advisors reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 200 Ameren shares in Q2 2026, an estimated $22K.
Ballast Advisors first reported a position in Ameren in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Ameren position peaked at $22K in Q1 2026.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.