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Bordeaux Wealth Advisors’s Ameren AEE Stock Holding History

Bordeaux Wealth Advisors’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
Q2 		$437K Buy
4,545
+25
+0.6% +$2.43K 0.06% 98
2025
Q1 		$454K Sell
4,520
-47
-1% -$4.53K 0.08% 92
2024
Q4 		$407K Hold
4,567
– – 0.07% 100
2024
Q3 		$399K Buy
4,567
+54
+1% +$4.33K 0.07% 104
2024
Q2 		$321K Buy
+4,513
New +$328K 0.06% 107

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bordeaux Wealth Advisors's AEE Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Ameren (AEE) stake by 0.55% in Q2 2025, buying an estimated $2.43K and bringing the position to 4,545 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #98.

Bordeaux Wealth Advisors first reported a position in AEE in Q2 2024 and has held it in 5 quarters since. The position peaked at $454K in Q1 2025. 800 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

  • Bordeaux Wealth Advisors held 4,545 shares of Ameren worth $437K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 25 Ameren shares in Q2 2025, an estimated $2.43K.
  • Ameren made up 0.06% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #98 holding.
  • Bordeaux Wealth Advisors first reported a position in Ameren in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Ameren position peaked at $454K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.