EFS
AEE icon

Essex Financial Services’s Ameren AEE Stock Holding History

Essex Financial Services’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
2025
Q3 		– Sell
-2,418
Closed -$232K – 749
2025
Q2 		$232K Buy
+2,418
New +$235K 0.02% 621
2017
Q2 		– Sell
-4,670
Closed -$255K – 351
2017
Q1 		$255K Buy
+4,670
New +$250K 0.06% 275

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Essex Financial Services's AEE Position: Q3 2025 in Review

Essex Financial Services sold out of Ameren (AEE) in Q3 2025, closing a stake of 2,418 shares — an estimated $232K sold.

Essex Financial Services first reported a position in AEE in Q1 2017 and held it in 2 quarters. The position peaked at $255K in Q1 2017. 824 funds tracked by Wall St. Rank hold AEE as of Q3 2025.

  • Essex Financial Services reported no remaining Ameren position as of Q3 2025 after selling out during the quarter.
  • Essex Financial Services sold 2,418 Ameren shares in Q3 2025, an estimated $232K.
  • Essex Financial Services first reported a position in Ameren in Q1 2017 and held it in 2 quarters.
  • Essex Financial Services's Ameren position peaked at $255K in Q1 2017.
  • 824 funds tracked by Wall St. Rank held Ameren as of Q3 2025.

Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.