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Cornerstone Planning Group’s Ameren AEE Stock Holding History

Cornerstone Planning Group’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 		$53.9K Sell
482
-28
-5% -$3.09K 0.01% 389
2026
Q1 		$56.8K Buy
510
+28
+6% +$2.99K 0.01% 367
2025
Q4 		$49.9K Buy
482
+1
+0.2% +$103 0.01% 346
2025
Q3 		$49.4K Buy
481
+52
+12% +$5.19K 0.01% 345
2025
Q2 		$43.7K Buy
429
+10
+2% +$971 0.01% 262
2025
Q1 		$41.3K Buy
419
+358
+587% +$34.5K 0.01% 269
2024
Q4 		$5.74K Buy
61
+7
+13% +$627 ﹤0.01% 547
2024
Q3 		$4.64K Buy
54
+5
+10% +$401 ﹤0.01% 583
2024
Q2 		$3.93K Buy
49
+5
+11% +$364 ﹤0.01% 628
2024
Q1 		$3.26K Buy
44
+11
+33% +$782 ﹤0.01% 589
2023
Q4 		$2.39K Sell
33
-7
-18% -$532 ﹤0.01% 606
2023
Q3 		$2.99K Hold
40
– – ﹤0.01% 597
2023
Q2 		$3.27K Buy
+40
New +$3.43K ﹤0.01% 1036
2022
Q4 		$5.68K Buy
+66
New +$5.55K ﹤0.01% 834

Other funds holding AEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Cornerstone Planning Group's AEE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Ameren (AEE) stake by 5.5% in Q2 2026, selling an estimated $3.09K and leaving 482 shares worth $53.9K. The position accounts for 0.01% of the portfolio, ranked #389.

Cornerstone Planning Group first reported a position in AEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $56.8K in Q1 2026. 510 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Cornerstone Planning Group held 482 shares of Ameren worth $53.9K as of Q2 2026.
  • Cornerstone Planning Group sold 28 Ameren shares in Q2 2026, an estimated $3.09K.
  • Ameren made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #389 holding.
  • Cornerstone Planning Group first reported a position in Ameren in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Ameren position peaked at $56.8K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.