Evercore Wealth Management’s Ameren AEE Stock Holding History

Evercore 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 Q1	$403K	Hold	3,670	–	–	0.01%	306
2025 Q4	$366K	Hold	3,670	–	–	0.01%	324
2025 Q3	$383K	Hold	3,670	–	–	0.01%	322
2025 Q2	$352K	Buy	3,670 +70	+2%	+$6.8K	0.01%	322
2025 Q1	$361K	Sell	3,600 -53	-1%	-$5.1K	0.01%	318
2024 Q4	$326K	Hold	3,653	–	–	﹤0.01%	331
2024 Q3	$319K	Buy	3,653 +53	+1%	+$4.25K	﹤0.01%	333
2024 Q2	$256K	Sell	3,600 -54	-1%	-$3.93K	﹤0.01%	361
2024 Q1	$270K	Buy	3,654 +24	+0.7%	+$1.71K	﹤0.01%	361
2023 Q4	$263K	Buy	3,630 +30	+0.8%	+$2.28K	﹤0.01%	370
2023 Q3	$269K	Hold	3,600	–	–	0.01%	341
2023 Q2	$294K	Hold	3,600	–	–	0.01%	335
2023 Q1	$311K	Hold	3,600	–	–	0.01%	320
2022 Q4	$320K	Hold	3,600	–	–	0.01%	312
2022 Q3	$290K	Hold	3,600	–	–	0.01%	319
2022 Q2	$325K	Hold	3,600	–	–	0.01%	311
2022 Q1	$338K	Hold	3,600	–	–	0.01%	334
2021 Q4	$320K	Hold	3,600	–	–	0.01%	346
2021 Q3	$292K	Hold	3,600	–	–	0.01%	369
2021 Q2	$288K	Hold	3,600	–	–	0.01%	370
2021 Q1	$293K	Hold	3,600	–	–	0.01%	368
2020 Q4	$281K	Sell	3,600 -20	-0.6%	-$1.6K	0.01%	368
2020 Q3	$287K	Buy	3,620 +20	+0.6%	+$1.57K	0.01%	320
2020 Q2	$253K	Sell	3,600 -259	-7%	-$18.8K	0.01%	326
2020 Q1	$281K	Hold	3,859	–	–	0.01%	307
2019 Q4	$296K	Hold	3,859	–	–	0.01%	343
2019 Q3	$309K	Hold	3,859	–	–	0.01%	337
2019 Q2	$289K	Hold	3,859	–	–	0.01%	345
2019 Q1	$284K	Buy	3,859 +259	+7%	+$18K	0.01%	338
2018 Q4	$235K	Hold	3,600	–	–	0.01%	338
2018 Q3	$228K	Sell	3,600 -100	-3%	-$6.3K	0.01%	383
2018 Q2	$225K	Hold	3,700	–	–	0.01%	372
2018 Q1	$210K	Hold	3,700	–	–	0.01%	338
2017 Q4	$218K	Sell	3,700 -150	-4%	-$9.22K	0.01%	351
2017 Q3	$223K	Sell	3,850 -100	-3%	-$5.78K	0.01%	347
2017 Q2	$216K	Buy	3,950 +350	+10%	+$19.4K	0.01%	353
2017 Q1	$197K	Sell	3,600 -24	-0.7%	-$1.28K	0.01%	366
2016 Q4	$190K	Buy	3,624 +24	+0.7%	+$1.19K	0.01%	380
2016 Q3	$177K	Hold	3,600	–	–	0.01%	395
2016 Q2	$193K	Hold	3,600	–	–	0.01%	368
2016 Q1	$180K	Hold	3,600	–	–	0.01%	378
2015 Q4	$156K	Hold	3,600	–	–	0.01%	417
2015 Q3	$152K	Hold	3,600	–	–	0.01%	428
2015 Q2	$136K	Hold	3,600	–	–	0.01%	483
2015 Q1	$152K	Sell	3,600 -1,093	-23%	-$47.6K	0.01%	463
2014 Q4	$216K	Buy	4,693 +203	+5%	+$8.63K	0.01%	348
2014 Q3	$172K	Hold	4,490	–	–	0.01%	423
2014 Q2	$183K	Sell	4,490 -75	-2%	-$2.99K	0.01%	402
2014 Q1	$188K	Buy	4,565 +965	+27%	+$37.2K	0.01%	386
2013 Q4	$130K	Hold	3,600	–	–	0.01%	419
2013 Q3	$125K	Hold	3,600	–	–	0.01%	458
2013 Q2	$124K	Buy	+3,600	New	+$126K	0.01%	461

Other funds holding AEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Evercore Wealth Management's AEE Position: Q1 2026 in Review

Evercore Wealth Management held its Ameren (AEE) position steady in Q1 2026 at 3,670 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #306.

Evercore Wealth Management first reported a position in AEE in Q2 2013 and has held it in 52 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Evercore Wealth Management held 3,670 shares of Ameren worth $403K as of Q1 2026.
Evercore Wealth Management left its Ameren share count unchanged in Q1 2026.
Ameren made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #306 holding.
Evercore Wealth Management first reported a position in Ameren in Q2 2013 and has held it in 52 quarters since.
923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.