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Berger Financial Group’s Ameren AEE Stock Holding History

Berger Financial Group’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
Q1 		$558K Sell
5,080
-10
-0.2% -$1.07K 0.03% 279
2025
Q4 		$508K Hold
5,090
– – 0.03% 290
2025
Q3 		$531K Hold
5,090
– – 0.03% 275
2025
Q2 		$489K Buy
5,090
+3
+0.1% +$291 0.03% 268
2025
Q1 		$511K Sell
5,087
-15
-0.3% -$1.44K 0.04% 257
2024
Q4 		$455K Hold
5,102
– – 0.03% 269
2024
Q3 		$446K Buy
5,102
+103
+2% +$8.25K 0.03% 245
2024
Q2 		$355K Buy
4,999
+3
+0.1% +$218 0.03% 253
2024
Q1 		$370K Buy
+4,996
New +$355K 0.03% 248

Other funds holding AEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Berger Financial Group's AEE Position: Q1 2026 in Review

Berger Financial Group reduced its Ameren (AEE) stake by 0.2% in Q1 2026, selling an estimated $1.07K and leaving 5,080 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #279.

Berger Financial Group first reported a position in AEE in Q1 2024 and has held it in 9 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Berger Financial Group held 5,080 shares of Ameren worth $558K as of Q1 2026.
  • Berger Financial Group sold 10 Ameren shares in Q1 2026, an estimated $1.07K.
  • Ameren made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #279 holding.
  • Berger Financial Group first reported a position in Ameren in Q1 2024 and has held it in 9 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.