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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
Q2 		$574K Hold
5,080
– – 0.03% 286
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 $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

Berger Financial Group's AEE Position: Q2 2026 in Review

Berger Financial Group held its Ameren (AEE) position steady in Q2 2026 at 5,080 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #286.

Berger Financial Group first reported a position in AEE in Q1 2024 and has held it in 10 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Berger Financial Group held 5,080 shares of Ameren worth $574K as of Q2 2026.
  • Berger Financial Group left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #286 holding.
  • Berger Financial Group first reported a position in Ameren in Q1 2024 and has held it in 10 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.