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Exencial Wealth Advisors’s Ameren AEE Stock Holding History

Exencial 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 		$261K Buy
2,371
+105
+5% +$11.2K 0.01% 506
2025
Q4 		$226K Sell
2,266
-39
-2% -$4K 0.01% 521
2025
Q3 		$241K Buy
2,305
+122
+6% +$12.2K 0.01% 486
2025
Q2 		$210K Buy
2,183
+14
+0.6% +$1.36K 0.01% 476
2025
Q1 		$218K Buy
+2,169
New +$209K 0.01% 474

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Ameren (AEE) stake by 4.6% in Q1 2026, buying an estimated $11.2K and bringing the position to 2,371 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #506.

Exencial Wealth Advisors first reported a position in AEE in Q1 2025 and has held it in 5 quarters since. 928 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Exencial Wealth Advisors held 2,371 shares of Ameren worth $261K as of Q1 2026.
  • Exencial Wealth Advisors bought 105 Ameren shares in Q1 2026, an estimated $11.2K.
  • Ameren made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #506 holding.
  • Exencial Wealth Advisors first reported a position in Ameren in Q1 2025 and has held it in 5 quarters since.
  • 928 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.