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Excelsior Advisor Network’s Ameren AEE Stock Holding History

Excelsior Advisor Network’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 		$556K Buy
4,920
+879
+22% +$97.1K 0.07% 249
2026
Q1 		$444K Buy
+4,041
New +$432K 0.17% 118

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

Excelsior Advisor Network's AEE Position: Q2 2026 in Review

Excelsior Advisor Network increased its Ameren (AEE) stake by 22% in Q2 2026, buying an estimated $97.1K and bringing the position to 4,920 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #249.

Excelsior Advisor Network first reported a position in AEE in Q1 2026 and has held it in 2 quarters since. 949 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Excelsior Advisor Network held 4,920 shares of Ameren worth $556K as of Q2 2026.
  • Excelsior Advisor Network bought 879 Ameren shares in Q2 2026, an estimated $97.1K.
  • Ameren made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #249 holding.
  • Excelsior Advisor Network first reported a position in Ameren in Q1 2026 and has held it in 2 quarters since.
  • 949 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.