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Empirical Wealth Management’s Ameren AEE Stock Holding History

Empirical Wealth 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
Q2 		$1.24M Buy
10,946
+1,743
+19% +$193K 0.02% 352
2026
Q1 		$1.01M Buy
9,203
+1,358
+17% +$145K 0.02% 356
2025
Q4 		$783K Buy
7,845
+3,989
+103% +$409K 0.01% 379
2025
Q3 		$402K Buy
3,856
+313
+9% +$31.2K 0.01% 528
2025
Q2 		$340K Sell
3,543
-862
-20% -$83.7K 0.01% 502
2025
Q1 		$442K Buy
4,405
+210
+5% +$20.2K 0.01% 430
2024
Q4 		$374K Buy
4,195
+1,387
+49% +$124K 0.01% 456
2024
Q3 		$246K Sell
2,808
-580
-17% -$46.5K 0.01% 502
2024
Q2 		$241K Buy
3,388
+649
+24% +$47.2K 0.01% 496
2024
Q1 		$203K Sell
2,739
-300
-10% -$21.3K 0.01% 512
2023
Q4 		$220K Sell
3,039
-7
-0.2% -$532 0.01% 454
2023
Q3 		$228K Sell
3,046
-102
-3% -$8.32K 0.01% 423
2023
Q2 		$257K Sell
3,148
-291
-8% -$24.9K 0.01% 395
2023
Q1 		$297K Sell
3,439
-28
-0.8% -$2.4K 0.01% 392
2022
Q4 		$308K Sell
3,467
-889
-20% -$74.7K 0.01% 374
2022
Q3 		$351K Buy
4,356
+232
+6% +$21.2K 0.02% 349
2022
Q2 		$373K Sell
4,124
-656
-14% -$60.7K 0.02% 345
2022
Q1 		$448K Sell
4,780
-1,263
-21% -$111K 0.02% 347
2021
Q4 		$538K Sell
6,043
-1,319
-18% -$112K 0.03% 330
2021
Q3 		$596K Buy
7,362
+786
+12% +$67.1K 0.03% 265
2021
Q2 		$526K Buy
6,576
+576
+10% +$48.2K 0.03% 296
2021
Q1 		$488K Sell
6,000
-764
-11% -$57.2K 0.04% 251
2020
Q4 		$528K Buy
6,764
+454
+7% +$36.4K 0.04% 245
2020
Q3 		$499K Buy
+6,310
New +$495K 0.04% 215

Other funds holding AEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Empirical Wealth Management's AEE Position: Q2 2026 in Review

Empirical Wealth Management increased its Ameren (AEE) stake by 19% in Q2 2026, buying an estimated $193K and bringing the position to 10,946 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #352.

Empirical Wealth Management first reported a position in AEE in Q3 2020 and has held it in 24 quarters since. 321 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Empirical Wealth Management held 10,946 shares of Ameren worth $1.24M as of Q2 2026.
  • Empirical Wealth Management bought 1,743 Ameren shares in Q2 2026, an estimated $193K.
  • Ameren made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Empirical Wealth Management first reported a position in Ameren in Q3 2020 and has held it in 24 quarters since.
  • 321 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.