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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
Q2 		$304K Hold
2,693
– – 0.18% 91
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 $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 $3.37T AUM 44.26% 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

Evolution Wealth Management's AEE Position: Q2 2026 in Review

Evolution Wealth Management held its Ameren (AEE) position steady in Q2 2026 at 2,693 shares worth $304K. The position accounts for 0.18% of the portfolio, ranked #91.

Evolution Wealth Management first reported a position in AEE in Q2 2025 and has held it in 5 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Evolution Wealth Management held 2,693 shares of Ameren worth $304K as of Q2 2026.
  • Evolution Wealth Management left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.18% of Evolution Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Evolution Wealth Management first reported a position in Ameren in Q2 2025 and has held it in 5 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.