CreativeOne Wealth’s Ameren AEE Stock Holding History

CreativeOne Wealth’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	$676K	Sell	5,983 -2,258	-27%	-$250K	0.01%	694
2026 Q1	$906K	Buy	8,241 +2,641	+47%	+$282K	0.02%	609
2025 Q4	$559K	Sell	5,600 -1,848	-25%	-$189K	0.01%	751
2025 Q3	$777K	Buy	7,448 +98	+1%	+$9.78K	0.02%	635
2025 Q2	$706K	Buy	7,350 +1,800	+32%	+$175K	0.02%	645
2025 Q1	$557K	Buy	5,550 +29	+0.5%	+$2.79K	0.02%	653
2024 Q4	$492K	Buy	5,521 +289	+6%	+$25.9K	0.02%	699
2024 Q3	$458K	Buy	+5,232	New	+$419K	0.02%	652
2024 Q2	–	Sell	-2,818	Closed	-$208K	–	763
2024 Q1	$208K	Buy	2,818 +27	+1%	+$1.92K	0.01%	833
2023 Q4	$202K	Buy	2,791 +27	+1%	+$2.05K	0.01%	600
2023 Q3	$207K	Sell	2,764 -32	-1%	-$2.61K	0.01%	532
2023 Q2	$228K	Buy	2,796 +2	+0.1%	+$171	0.01%	737
2023 Q1	$241K	Buy	+2,794	New	+$239K	0.01%	701

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

CreativeOne Wealth's AEE Position: Q2 2026 in Review

CreativeOne Wealth reduced its Ameren (AEE) stake by 27% in Q2 2026, selling an estimated $250K and leaving 5,983 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #694.

CreativeOne Wealth first reported a position in AEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $906K in Q1 2026. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

CreativeOne Wealth held 5,983 shares of Ameren worth $676K as of Q2 2026.
CreativeOne Wealth sold 2,258 Ameren shares in Q2 2026, an estimated $250K.
Ameren made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #694 holding.
CreativeOne Wealth first reported a position in Ameren in Q1 2023 and has held it in 13 quarters since.
CreativeOne Wealth's Ameren position peaked at $906K in Q1 2026.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.