Estate Planners Group’s Ameren AEE Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-127	Closed	-$12.7K	–	85
2025 Q4	$12.7K	Buy	+127	New	+$13K	0.01%	253

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Estate Planners Group's AEE Position: Q1 2026 in Review

Estate Planners Group sold out of Ameren (AEE) in Q1 2026, closing a stake of 127 shares — an estimated $12.7K sold.

Estate Planners Group first reported a position in AEE in Q4 2025 and held it in 1 quarter. The position peaked at $12.7K in Q4 2025. 931 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Estate Planners Group reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 127 Ameren shares in Q1 2026, an estimated $12.7K.
Estate Planners Group first reported a position in Ameren in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Ameren position peaked at $12.7K in Q4 2025.
931 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.