Forvis Mazars Wealth Advisors’s Ameren AEE Stock Holding History

Forvis Mazars 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 Q2	$599K	Sell	5,300 -5	-0.1%	-$553	0.01%	276
2026 Q1	$583K	Hold	5,305	–	–	0.01%	265
2025 Q4	$530K	Buy	5,305 +299	+6%	+$30.7K	0.01%	275
2025 Q3	$523K	Sell	5,006 -22	-0.4%	-$2.2K	0.01%	273
2025 Q2	$483K	Hold	5,028	–	–	0.01%	291
2025 Q1	$505K	Sell	5,028 -22	-0.4%	-$2.12K	0.01%	281
2024 Q4	$450K	Sell	5,050 -10	-0.2%	-$896	0.01%	320
2024 Q3	$443K	Buy	5,060 +587	+13%	+$47K	0.01%	333
2024 Q2	$318K	Hold	4,473	–	–	0.01%	346
2024 Q1	$331K	Buy	4,473 +75	+2%	+$5.33K	0.01%	335
2023 Q4	$318K	Hold	4,398	–	–	0.01%	331
2023 Q3	$329K	Buy	4,398 +779	+22%	+$63.5K	0.01%	319
2023 Q2	$296K	Hold	3,619	–	–	0.01%	362
2023 Q1	$313K	Sell	3,619 -470	-11%	-$40.2K	0.01%	325
2022 Q4	$364K	Buy	4,089 +11	+0.3%	+$925	0.01%	301
2022 Q3	$328K	Buy	4,078 +400	+11%	+$36.5K	0.01%	308
2022 Q2	$332K	Buy	+3,678	New	+$340K	0.01%	304

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Forvis Mazars Wealth Advisors's AEE Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Ameren (AEE) stake by 0.09% in Q2 2026, selling an estimated $553 and leaving 5,300 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #276.

Forvis Mazars Wealth Advisors first reported a position in AEE in Q2 2022 and has held it in 17 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,300 shares of Ameren worth $599K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 5 Ameren shares in Q2 2026, an estimated $553.
Ameren made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #276 holding.
Forvis Mazars Wealth Advisors first reported a position in Ameren in Q2 2022 and has held it in 17 quarters since.
946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.