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Fiduciary Advisors Inc’s Ameren AEE Stock Holding History

Fiduciary Advisors Inc’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 		$150K Sell
1,360
-155
-10% -$16.6K 0.11% 44
2025
Q4 		$151K Hold
1,515
– – 0.12% 45
2025
Q3 		$158K Hold
1,515
– – 0.13% 42
2025
Q2 		$146K Hold
1,515
– – 0.13% 41
2025
Q1 		$152K Hold
1,515
– – 0.15% 39
2024
Q4 		$135K Buy
+1,515
New +$136K 0.14% 39

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

Fiduciary Advisors Inc's AEE Position: Q1 2026 in Review

Fiduciary Advisors Inc reduced its Ameren (AEE) stake by 10% in Q1 2026, selling an estimated $16.6K and leaving 1,360 shares worth $150K. The position accounts for 0.11% of the portfolio, ranked #44.

Fiduciary Advisors Inc first reported a position in AEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $158K in Q3 2025. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Fiduciary Advisors Inc held 1,360 shares of Ameren worth $150K as of Q1 2026.
  • Fiduciary Advisors Inc sold 155 Ameren shares in Q1 2026, an estimated $16.6K.
  • Ameren made up 0.11% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #44 holding.
  • Fiduciary Advisors Inc first reported a position in Ameren in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Advisors Inc's Ameren position peaked at $158K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.