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CBIZ Investment Advisory Services’s Ameren AEE Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-40
Closed -$3.99K – 424
2025
Q4 		$3.99K Buy
+40
New +$4.1K ﹤0.01% 548

Other funds holding AEE

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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
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 $209B AUM 37.72% 1-Year Est. Return

CBIZ Investment Advisory Services's AEE Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Ameren (AEE) in Q1 2026, closing a stake of 40 shares — an estimated $3.99K sold.

CBIZ Investment Advisory Services first reported a position in AEE in Q4 2025 and held it in 1 quarter. The position peaked at $3.99K in Q4 2025. 931 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 40 Ameren shares in Q1 2026, an estimated $3.99K.
  • CBIZ Investment Advisory Services first reported a position in Ameren in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Ameren position peaked at $3.99K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.