Carson Wealth (CWM LLC)
AEE icon

Carson Wealth (CWM LLC)’s Ameren AEE Stock Holding History

Carson Wealth (CWM 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
Q1 		$3.04M Buy
27,660
+3,657
+15% +$391K 0.01% 1023
2025
Q4 		$2.4M Sell
24,003
-326
-1% -$33.4K 0.01% 1071
2025
Q3 		$2.54M Buy
24,329
+11,661
+92% +$1.16M 0.01% 995
2025
Q2 		$1.22M Sell
12,668
-1,096
-8% -$106K ﹤0.01% 1157
2025
Q1 		$1.38M Buy
13,764
+56
+0.4% +$5.39K 0.01% 984
2024
Q4 		$1.22M Buy
13,708
+857
+7% +$76.8K 0.01% 977
2024
Q3 		$1.12M Buy
12,851
+1,319
+11% +$106K ﹤0.01% 959
2024
Q2 		$820K Buy
11,532
+933
+9% +$67.9K ﹤0.01% 1008
2024
Q1 		$784K Sell
10,599
-2,108
-17% -$150K ﹤0.01% 955
2023
Q4 		$919K Sell
12,707
-1,864
-13% -$142K ﹤0.01% 841
2023
Q3 		$1.09M Buy
14,571
+102
+0.7% +$8.32K 0.01% 709
2023
Q2 		$1.18M Buy
14,469
+647
+5% +$55.4K 0.01% 652
2023
Q1 		$1.19M Buy
13,822
+50
+0.4% +$4.28K 0.01% 610
2022
Q4 		$1.23M Buy
13,772
+2,404
+21% +$202K 0.01% 560
2022
Q3 		$916K Buy
11,368
+4,051
+55% +$370K 0.01% 583
2022
Q2 		$661K Buy
7,317
+884
+14% +$81.8K 0.01% 669
2022
Q1 		$603K Sell
6,433
-597
-8% -$52.3K ﹤0.01% 676
2021
Q4 		$626K Buy
+7,030
New +$597K ﹤0.01% 674
2021
Q2 		$20.1M Hold
250,924
– – 0.16% 133
2021
Q1 		$20.1M Hold
250,924
– – 0.16% 133
2020
Q4 		$20.1M Hold
250,924
– – 0.16% 133
2020
Q3 		$20.1M Hold
250,924
– – 0.16% 133
2020
Q2 		$20.1M Hold
250,924
– – 0.16% 133
2020
Q1 		$20.1M Hold
250,924
– – 0.16% 133
2019
Q4 		$20.1M Hold
250,924
– – 0.16% 133
2019
Q3 		$20.1M Hold
250,924
– – 0.16% 133
2019
Q2 		$20.1M Hold
250,924
– – 0.16% 133
2019
Q1 		$20.1M Buy
250,924
+248,902
+12,310% +$17.3M 0.16% 133
2018
Q4 		$132K Buy
2,022
+1,513
+297% +$101K ﹤0.01% 677
2018
Q3 		$32K Buy
509
+292
+135% +$18.4K ﹤0.01% 838
2018
Q2 		$13K Buy
217
+17
+9% +$977 ﹤0.01% 922
2018
Q1 		$11K Hold
200
– – ﹤0.01% 827
2017
Q4 		$12K Sell
200
-82
-29% -$5.04K ﹤0.01% 831
2017
Q3 		$16K Buy
282
+82
+41% +$4.74K ﹤0.01% 762
2017
Q2 		$11K Sell
200
-91
-31% -$5.05K ﹤0.01% 752
2017
Q1 		$16K Sell
291
-1,424
-83% -$76.2K ﹤0.01% 636
2016
Q4 		$90K Buy
1,715
+200
+13% +$9.91K 0.01% 364
2016
Q3 		$75K Hold
1,515
– – 0.01% 369
2016
Q2 		$81K Hold
1,515
– – 0.01% 328
2016
Q1 		$76K Hold
1,515
– – 0.01% 303
2015
Q4 		$65K Hold
1,515
– – 0.01% 294
2015
Q3 		$64K Buy
+1,515
New +$61K 0.01% 265

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AEE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ameren (AEE) stake by 15% in Q1 2026, buying an estimated $391K and bringing the position to 27,660 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #1023.

Carson Wealth (CWM LLC) first reported a position in AEE in Q3 2015 and has held it in 42 quarters since. The position peaked at $20.1M in Q2 2021. 927 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,660 shares of Ameren worth $3.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,657 Ameren shares in Q1 2026, an estimated $391K.
  • Ameren made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1023 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ameren in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Ameren position peaked at $20.1M in Q2 2021.
  • 927 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.