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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EverSource Wealth Advisors's AEE Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Ameren (AEE) stake by 42% in Q1 2026, buying an estimated $58.2K and bringing the position to 1,847 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #1046.

EverSource Wealth Advisors first reported a position in AEE in Q4 2021 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • EverSource Wealth Advisors held 1,847 shares of Ameren worth $203K as of Q1 2026.
  • EverSource Wealth Advisors bought 544 Ameren shares in Q1 2026, an estimated $58.2K.
  • Ameren made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1046 holding.
  • EverSource Wealth Advisors first reported a position in Ameren in Q4 2021 and has held it in 14 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.