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Evolution Wealth Management’s Ameren AEE Stock Holding History

Evolution 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 		$296K Hold
2,693
– – 0.22% 79
2025
Q4 		$269K Buy
2,693
+10
+0.4% +$1.02K 0.22% 83
2025
Q3 		$280K Hold
2,683
– – 0.29% 73
2025
Q2 		$258K Buy
+2,683
New +$260K 0.32% 60

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

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

Evolution Wealth Management held its Ameren (AEE) position steady in Q1 2026 at 2,693 shares worth $296K. The position accounts for 0.22% of the portfolio, ranked #79.

Evolution Wealth Management first reported a position in AEE in Q2 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Evolution Wealth Management held 2,693 shares of Ameren worth $296K as of Q1 2026.
  • Evolution Wealth Management left its Ameren share count unchanged in Q1 2026.
  • Ameren made up 0.22% of Evolution Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Evolution Wealth Management first reported a position in Ameren in Q2 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.