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CVA Family Office’s Ameren AEE Stock Holding History

CVA Family Office’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 		$323K Sell
2,858
-52
-2% -$5.75K 0.03% 255
2026
Q1 		$320K Buy
2,910
+237
+9% +$25.3K 0.03% 238
2025
Q4 		$267K Buy
2,673
+5
+0.2% +$513 0.03% 251
2025
Q3 		$278K Sell
2,668
-10
-0.4% -$998 0.04% 240
2025
Q2 		$257K Sell
2,678
-139
-5% -$13.5K 0.04% 254
2025
Q1 		$283K Buy
2,817
+100
+4% +$9.63K 0.04% 224
2024
Q4 		$242K Buy
2,717
+292
+12% +$26.2K 0.04% 242
2024
Q3 		$212K Buy
2,425
+23
+1% +$1.84K 0.03% 252
2024
Q2 		$171K Buy
2,402
+402
+20% +$29.2K 0.03% 263
2024
Q1 		$148K Sell
2,000
-215
-10% -$15.3K 0.03% 294
2023
Q4 		$160K Buy
+2,215
New +$168K 0.03% 265
2023
Q3 		– Sell
-2,475
Closed -$202K – 236
2023
Q2 		$202K Buy
2,475
+15
+0.6% +$1.28K 0.04% 223
2023
Q1 		$213K Buy
2,460
+25
+1% +$2.14K 0.05% 215
2022
Q4 		$217K Buy
2,435
+10
+0.4% +$840 0.05% 202
2022
Q3 		$195K Hold
2,425
– – 0.05% 177
2022
Q2 		$219K Hold
2,425
– – 0.06% 159
2022
Q1 		$227K Buy
2,425
+115
+5% +$10.1K 0.05% 165
2021
Q4 		$206K Buy
2,310
+310
+16% +$26.3K 0.05% 165
2021
Q3 		$158K Sell
2,000
-310
-13% -$26.4K 0.11% 96
2021
Q2 		$185K Hold
2,310
– – 0.05% 165
2021
Q1 		$188K Buy
2,310
+310
+16% +$23.2K 0.07% 126
2020
Q4 		$156K Hold
2,000
– – 0.1% 106
2020
Q3 		$158K Hold
2,000
– – 0.11% 96
2020
Q2 		$141K Hold
2,000
– – 0.12% 95
2020
Q1 		$146K Buy
+2,000
New +$159K 0.15% 89

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

CVA Family Office's AEE Position: Q2 2026 in Review

CVA Family Office reduced its Ameren (AEE) stake by 1.8% in Q2 2026, selling an estimated $5.75K and leaving 2,858 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #255.

CVA Family Office first reported a position in AEE in Q1 2020 and has held it in 25 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • CVA Family Office held 2,858 shares of Ameren worth $323K as of Q2 2026.
  • CVA Family Office sold 52 Ameren shares in Q2 2026, an estimated $5.75K.
  • Ameren made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #255 holding.
  • CVA Family Office first reported a position in Ameren in Q1 2020 and has held it in 25 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.