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Callan Family Office’s Ameren AEE Stock Holding History

Callan Family Office’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 		$998K Sell
9,083
-670
-7% -$71.6K 0.02% 558
2025
Q4 		$974K Buy
9,753
+3,213
+49% +$329K 0.02% 554
2025
Q3 		$683K Sell
6,540
-954
-13% -$95.2K 0.02% 456
2025
Q2 		$720K Buy
7,494
+4,124
+122% +$400K 0.02% 474
2025
Q1 		$338K Buy
3,370
+19
+0.6% +$1.83K 0.03% 399
2024
Q4 		$299K Buy
+3,351
New +$300K 0.02% 484

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

Callan Family Office's AEE Position: Q1 2026 in Review

Callan Family Office reduced its Ameren (AEE) stake by 6.9% in Q1 2026, selling an estimated $71.6K and leaving 9,083 shares worth $998K. The position accounts for 0.02% of the portfolio, ranked #558.

Callan Family Office first reported a position in AEE in Q4 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Callan Family Office held 9,083 shares of Ameren worth $998K as of Q1 2026.
  • Callan Family Office sold 670 Ameren shares in Q1 2026, an estimated $71.6K.
  • Ameren made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #558 holding.
  • Callan Family Office first reported a position in Ameren in Q4 2024 and has held it in 6 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.