Clearstead Trust’s Ameren AEE Stock Holding History

Clearstead Trust’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	$232K	Hold	2,053	–	–	0.03%	175
2026 Q1	$226K	Hold	2,053	–	–	0.04%	166
2025 Q4	$205K	Sell	2,053 -8	-0.4%	-$820	0.03%	191
2025 Q3	$215K	Hold	2,061	–	–	0.04%	174
2025 Q2	$198K	Buy	2,061 +8	+0.4%	+$777	0.04%	176
2025 Q1	$206K	Hold	2,053	–	–	0.05%	149
2024 Q4	$183K	Hold	2,053	–	–	0.04%	157
2024 Q3	$180K	Hold	2,053	–	–	0.04%	142
2024 Q2	$146K	Hold	2,053	–	–	0.04%	150
2024 Q1	$152K	Buy	2,053 +53	+3%	+$3.77K	0.04%	155
2023 Q4	$145K	Hold	2,000	–	–	0.04%	176
2023 Q3	$150K	Hold	2,000	–	–	0.05%	149
2023 Q2	$163K	Hold	2,000	–	–	0.05%	144
2023 Q1	$173K	Hold	2,000	–	–	0.06%	147
2022 Q4	$178K	Hold	2,000	–	–	0.06%	143
2022 Q3	$161K	Buy	+2,000	New	+$183K	0.06%	143

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Clearstead Trust's AEE Position: Q2 2026 in Review

Clearstead Trust held its Ameren (AEE) position steady in Q2 2026 at 2,053 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #175.

Clearstead Trust first reported a position in AEE in Q3 2022 and has held it in 16 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Clearstead Trust held 2,053 shares of Ameren worth $232K as of Q2 2026.
Clearstead Trust left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #175 holding.
Clearstead Trust first reported a position in Ameren in Q3 2022 and has held it in 16 quarters since.
946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.