EWA
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EverSource Wealth Advisors’s Ameren AEE Stock Holding History

EverSource 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 		$179K Sell
1,580
-267
-14% -$29.5K 0.01% 1058
2026
Q1 		$203K Buy
1,847
+544
+42% +$58.2K 0.01% 1046
2025
Q4 		$130K Sell
1,303
-215
-14% -$22K ﹤0.01% 1176
2025
Q3 		$158K Sell
1,518
-37
-2% -$3.69K 0.01% 1030
2025
Q2 		$149K Buy
1,555
+505
+48% +$49K 0.01% 999
2025
Q1 		$105K Buy
1,050
+383
+57% +$36.9K 0.01% 888
2024
Q4 		$59.4K Buy
667
+221
+50% +$19.8K ﹤0.01% 1110
2024
Q3 		$39K Sell
446
-1
-0.2% -$80 ﹤0.01% 1171
2024
Q2 		$35.4K Sell
447
-8
-2% -$582 ﹤0.01% 1253
2024
Q1 		$33.6K Buy
455
+316
+227% +$22.5K ﹤0.01% 1139
2023
Q4 		$10.1K Sell
139
-47
-25% -$3.58K ﹤0.01% 1554
2023
Q3 		$13.9K Sell
186
-41
-18% -$3.34K ﹤0.01% 1264
2023
Q2 		$18.5K Buy
227
+136
+149% +$11.6K ﹤0.01% 1182
2023
Q1 		$7.86K Buy
+91
New +$7.79K ﹤0.01% 1468
2022
Q1 		– Sell
-291
Closed -$26K – 1690
2021
Q4 		$26K Buy
+291
New +$24.7K 0.01% 577

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Ameren (AEE) stake by 14% in Q2 2026, selling an estimated $29.5K and leaving 1,580 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1058.

EverSource Wealth Advisors first reported a position in AEE in Q4 2021 and has held it in 15 quarters since. The position peaked at $203K in Q1 2026. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • EverSource Wealth Advisors held 1,580 shares of Ameren worth $179K as of Q2 2026.
  • EverSource Wealth Advisors sold 267 Ameren shares in Q2 2026, an estimated $29.5K.
  • Ameren made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1058 holding.
  • EverSource Wealth Advisors first reported a position in Ameren in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Ameren position peaked at $203K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.