Beacon Capital Management LLC (Tennessee)’s Ameren AEE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-776	Closed	-$74.5K	–	155
2025 Q2	$74.5K	Hold	776	–	–	0.01%	260
2025 Q1	$77.9K	Buy	776 +1	+0.1%	+$96	0.01%	237
2024 Q4	$69.1K	Hold	775	–	–	0.01%	249
2024 Q3	$67.8K	Buy	775 +732	+1,702%	+$58.6K	0.01%	271
2024 Q2	$3.06K	Hold	43	–	–	﹤0.01%	798
2024 Q1	$3.18K	Buy	43 +5	+13%	+$356	﹤0.01%	793
2023 Q4	$2.84K	Hold	38	–	–	﹤0.01%	749
2023 Q3	$3.1K	Hold	38	–	–	﹤0.01%	769
2023 Q2	$3.1K	Hold	38	–	–	﹤0.01%	769
2023 Q1	$3.28K	Hold	38	–	–	﹤0.01%	698
2022 Q4	$3.38K	Hold	38	–	–	﹤0.01%	712
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	657
2022 Q2	$4K	Hold	38	–	–	﹤0.01%	663
2022 Q1	$4K	Buy	+38	New	+$3.33K	﹤0.01%	663

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AEE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Ameren (AEE) in Q3 2025, closing a stake of 776 shares — an estimated $74.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AEE in Q1 2022 and held it in 14 quarters. The position peaked at $77.9K in Q1 2025. 824 funds tracked by Wall St. Rank hold AEE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Ameren position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 776 Ameren shares in Q3 2025, an estimated $74.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in Ameren in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Ameren position peaked at $77.9K in Q1 2025.
824 funds tracked by Wall St. Rank held Ameren as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.