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Beacon Investment Advisory Services’s Ameren AEE Stock Holding History

Beacon Investment 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
2026
Q2 		$9.16K Hold
81
– – ﹤0.01% 633
2026
Q1 		$8.9K Buy
+81
New +$8.66K ﹤0.01% 651
2025
Q1 		– Sell
-2,745
Closed -$245K – 239
2024
Q4 		$245K Sell
2,745
-1,641
-37% -$147K 0.01% 227
2024
Q3 		$384K Sell
4,386
-641
-13% -$51.4K 0.02% 199
2024
Q2 		$357K Sell
5,027
-1,499
-23% -$109K 0.02% 201
2024
Q1 		$483K Sell
6,526
-814
-11% -$57.9K 0.02% 179
2023
Q4 		$531K Sell
7,340
-562
-7% -$42.7K 0.02% 174
2023
Q3 		$591K Buy
+7,902
New +$644K 0.03% 179

Other funds holding AEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Beacon Investment Advisory Services's AEE Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Ameren (AEE) position steady in Q2 2026 at 81 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Beacon Investment Advisory Services first reported a position in AEE in Q3 2023 and has held it in 8 quarters since. The position peaked at $591K in Q3 2023. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Beacon Investment Advisory Services held 81 shares of Ameren worth $9.16K as of Q2 2026.
  • Beacon Investment Advisory Services left its Ameren share count unchanged in Q2 2026.
  • Ameren made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #633 holding.
  • Beacon Investment Advisory Services first reported a position in Ameren in Q3 2023 and has held it in 8 quarters since.
  • Beacon Investment Advisory Services's Ameren position peaked at $591K in Q3 2023.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.