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Bogart Wealth LLC’s Ameren AEE Stock Holding History

Bogart Wealth LLC’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 		$28.6K Buy
253
+53
+27% +$5.86K ﹤0.01% 688
2026
Q1 		$22K Sell
200
-7
-3% -$748 ﹤0.01% 702
2025
Q4 		$20.7K Sell
207
-3
-1% -$308 ﹤0.01% 672
2025
Q3 		$21.9K Buy
210
+10
+5% +$998 ﹤0.01% 636
2025
Q2 		$19.2K Sell
200
-5
-2% -$485 ﹤0.01% 633
2025
Q1 		$20.6K Buy
205
+5
+3% +$481 ﹤0.01% 579
2024
Q4 		$17.8K Hold
200
– – ﹤0.01% 608
2024
Q3 		$17.5K Hold
200
– – ﹤0.01% 578
2024
Q2 		$14.2K Hold
200
– – ﹤0.01% 596
2024
Q1 		$14.8K Hold
200
– – ﹤0.01% 576
2023
Q4 		$14.5K Buy
+200
New +$15.2K ﹤0.01% 559

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AEE Position: Q2 2026 in Review

Bogart Wealth LLC increased its Ameren (AEE) stake by 27% in Q2 2026, buying an estimated $5.86K and bringing the position to 253 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Bogart Wealth LLC first reported a position in AEE in Q4 2023 and has held it in 11 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Bogart Wealth LLC held 253 shares of Ameren worth $28.6K as of Q2 2026.
  • Bogart Wealth LLC bought 53 Ameren shares in Q2 2026, an estimated $5.86K.
  • Ameren made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #688 holding.
  • Bogart Wealth LLC first reported a position in Ameren in Q4 2023 and has held it in 11 quarters since.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.