CWM
AEE icon

CarsonAllaria Wealth Management’s Ameren AEE Stock Holding History

CarsonAllaria Wealth Management’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 		$245K Hold
2,165
– – 0.11% 60
2026
Q1 		$238K Hold
2,165
– – 0.12% 60
2025
Q4 		$216K Buy
2,165
+76
+4% +$7.79K 0.11% 64
2025
Q3 		$218K Buy
2,089
+864
+71% +$86.2K 0.11% 62
2025
Q2 		$118K Hold
1,225
– – 0.06% 98
2025
Q1 		$123K Buy
1,225
+1
+0.1% +$96 0.07% 91
2024
Q4 		$109K Sell
1,224
-390
-24% -$34.9K 0.06% 100
2024
Q3 		$141K Buy
1,614
+8
+0.5% +$641 0.08% 84
2024
Q2 		$114K Buy
1,606
+20
+1% +$1.46K 0.07% 90
2024
Q1 		$117K Sell
1,586
-540
-25% -$38.4K 0.07% 88
2023
Q4 		$154K Sell
2,126
-11
-0.5% -$837 0.11% 73
2023
Q3 		$160K Sell
2,137
-1,882
-47% -$153K 0.13% 69
2023
Q2 		$328K Sell
4,019
-2,690
-40% -$230K 0.26% 44
2023
Q1 		$580K Buy
6,709
+2,384
+55% +$204K 0.49% 27
2022
Q4 		$385K Buy
4,325
+790
+22% +$66.4K 0.34% 38
2022
Q3 		$285K Buy
3,535
+399
+13% +$36.4K 0.26% 48
2022
Q2 		$283K Buy
3,136
+1
+0% +$93 0.26% 49
2022
Q1 		$294K Buy
3,135
+1
+0% +$88 0.26% 47
2021
Q4 		$279K Buy
+3,134
New +$266K 0.25% 50

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

CarsonAllaria Wealth Management's AEE Position: Q2 2026 in Review

CarsonAllaria Wealth Management held its Ameren (AEE) position steady in Q2 2026 at 2,165 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #60.

CarsonAllaria Wealth Management first reported a position in AEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $580K in Q1 2023. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • CarsonAllaria Wealth Management held 2,165 shares of Ameren worth $245K as of Q2 2026.
  • CarsonAllaria Wealth Management left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.11% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #60 holding.
  • CarsonAllaria Wealth Management first reported a position in Ameren in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's Ameren position peaked at $580K in Q1 2023.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.