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EP Wealth Advisors’s Ameren AEE Stock Holding History

EP Wealth Advisors’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 		$864K Buy
7,640
+2,707
+55% +$299K ﹤0.01% 797
2026
Q1 		$542K Buy
4,933
+1,152
+30% +$123K ﹤0.01% 865
2025
Q4 		$378K Buy
+3,781
New +$388K ﹤0.01% 1010
2025
Q2 		$337K Buy
3,507
+637
+22% +$61.8K ﹤0.01% 949
2025
Q1 		$288K Buy
2,870
+608
+27% +$58.5K ﹤0.01% 928
2024
Q4 		$202K Sell
2,262
-1,011
-31% -$90.5K ﹤0.01% 1082
2024
Q3 		$286K Buy
+3,273
New +$262K ﹤0.01% 879

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

EP Wealth Advisors's AEE Position: Q2 2026 in Review

EP Wealth Advisors increased its Ameren (AEE) stake by 55% in Q2 2026, buying an estimated $299K and bringing the position to 7,640 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

EP Wealth Advisors first reported a position in AEE in Q3 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • EP Wealth Advisors held 7,640 shares of Ameren worth $864K as of Q2 2026.
  • EP Wealth Advisors bought 2,707 Ameren shares in Q2 2026, an estimated $299K.
  • Ameren made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #797 holding.
  • EP Wealth Advisors first reported a position in Ameren in Q3 2024 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.