Compass Financial Management
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Compass Financial Management’s Ameren AEE Stock Holding History

Compass Financial 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
Q3 		$99 Sell
1
-20
-95% -$2.16K ﹤0.01% 1693
2026
Q2 		$2.37K Buy
+21
New +$2.32K ﹤0.01% 1295

Other funds holding AEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Compass Financial Management's AEE Position: Q3 2026 in Review

Compass Financial Management reduced its Ameren (AEE) stake by 95% in Q3 2026, selling an estimated $2.16K and leaving 1 share worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Compass Financial Management first reported a position in AEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.37K in Q2 2026. 763 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Compass Financial Management held 1 share of Ameren worth $99 as of Q3 2026.
  • Compass Financial Management sold 20 Ameren shares in Q3 2026, an estimated $2.16K.
  • Ameren made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1693 holding.
  • Compass Financial Management first reported a position in Ameren in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Ameren position peaked at $2.37K in Q2 2026.
  • 763 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.