CTWM
AEE icon

Cherry Tree Wealth Management’s Ameren AEE Stock Holding History

Cherry Tree 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
Q1 		– Sell
-226
Closed -$22.6K – 584
2025
Q4 		$22.6K Hold
226
– – ﹤0.01% 343
2025
Q3 		$23.6K Hold
226
– – 0.01% 319
2025
Q2 		$21.7K Hold
226
– – 0.01% 336
2025
Q1 		$22.7K Hold
226
– – 0.01% 335
2024
Q4 		$20.1K Hold
226
– – 0.01% 338
2024
Q3 		$19.8K Hold
226
– – ﹤0.01% 347
2024
Q2 		$16.1K Hold
226
– – ﹤0.01% 351
2024
Q1 		$16.7K Hold
226
– – ﹤0.01% 335
2023
Q4 		$16.3K Sell
226
-20
-8% -$1.52K ﹤0.01% 318
2023
Q3 		$18.4K Hold
246
– – 0.01% 298
2023
Q2 		$20.1K Buy
+246
New +$21.1K 0.01% 290

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
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

Cherry Tree Wealth Management's AEE Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Ameren (AEE) in Q1 2026, closing a stake of 226 shares — an estimated $22.6K sold.

Cherry Tree Wealth Management first reported a position in AEE in Q2 2023 and held it in 11 quarters. The position peaked at $23.6K in Q3 2025. 931 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 226 Ameren shares in Q1 2026, an estimated $22.6K.
  • Cherry Tree Wealth Management first reported a position in Ameren in Q2 2023 and held it in 11 quarters.
  • Cherry Tree Wealth Management's Ameren position peaked at $23.6K in Q3 2025.
  • 931 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.