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Evolve Private Wealth’s Ameren AEE Stock Holding History

Evolve Private Wealth’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 		$217K Sell
1,920
-2,909
-60% -$321K 0.01% 906
2026
Q1 		$531K Buy
4,829
+580
+14% +$62K 0.03% 552
2025
Q4 		$424K Buy
+4,249
New +$436K 0.03% 595

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

Evolve Private Wealth's AEE Position: Q2 2026 in Review

Evolve Private Wealth reduced its Ameren (AEE) stake by 60% in Q2 2026, selling an estimated $321K and leaving 1,920 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #906.

Evolve Private Wealth first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $531K in Q1 2026. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Evolve Private Wealth held 1,920 shares of Ameren worth $217K as of Q2 2026.
  • Evolve Private Wealth sold 2,909 Ameren shares in Q2 2026, an estimated $321K.
  • Ameren made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #906 holding.
  • Evolve Private Wealth first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Ameren position peaked at $531K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.