Foundations Investment Advisors’s Ameren AEE Stock Holding History

Foundations Investment 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	$825K	Sell	7,507 -16	-0.2%	-$1.71K	0.01%	573
2025 Q4	$751K	Buy	7,523 +344	+5%	+$35.3K	0.01%	585
2025 Q3	$749K	Buy	7,179 +3,921	+120%	+$391K	0.01%	539
2025 Q2	$313K	Buy	3,258 +2	+0.1%	+$194	﹤0.01%	728
2025 Q1	$327K	Buy	3,256 +325	+11%	+$31.3K	0.01%	688
2024 Q4	$261K	Sell	2,931 -8	-0.3%	-$716	0.01%	697
2024 Q3	$257K	Buy	+2,939	New	+$235K	0.01%	678
2023 Q3	–	Sell	-2,721	Closed	-$222K	–	640
2023 Q2	$222K	Buy	2,721 +291	+12%	+$24.9K	0.01%	527
2023 Q1	$210K	Buy	2,430 +3	+0.1%	+$257	0.01%	474
2022 Q4	$216K	Buy	+2,427	New	+$204K	0.01%	399
2022 Q3	–	Sell	-3,608	Closed	-$319K	–	400
2022 Q2	$319K	Hold	3,608	–	–	0.01%	294
2022 Q1	$347K	Sell	3,608 -3	-0.1%	-$263	0.01%	253
2021 Q4	$317K	Buy	3,611 +567	+19%	+$48.2K	0.01%	268
2021 Q3	$248K	Buy	+3,044	New	+$260K	0.01%	274

Other funds holding AEE

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Minneapolis, Minnesota $431B 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