FAM
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Fulcrum Asset Management’s Ameren AEE Stock Holding History

Fulcrum Asset Management’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 		– Sell
-7,980
Closed -$875K – 1029
2026
Q1 		$875K Sell
7,980
-32,794
-80% -$3.51M 0.13% 112
2025
Q4 		$4.11M Buy
40,774
+6,271
+18% +$643K 1.14% 22
2025
Q3 		$3.6M Buy
34,503
+3,507
+11% +$350K 1% 26
2025
Q2 		$2.98M Buy
+30,996
New +$3.01M 0.85% 34
2022
Q1 		– Hold
0
– – – 128
2021
Q4 		– Hold
0
– – – 138
2021
Q3 		– Hold
0
– – – 139
2021
Q1 		– Hold
0
– – – 65
2020
Q4 		– Hold
0
– – – 25
2020
Q3 		– Sell
-39,873
Closed -$3M – 126
2020
Q2 		$3M Buy
+39,873
New +$2.89M 1.01% 25

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

Fulcrum Asset Management's AEE Position: Q2 2026 in Review

Fulcrum Asset Management sold out of Ameren (AEE) in Q2 2026, closing a stake of 7,980 shares — an estimated $875K sold.

Fulcrum Asset Management first reported a position in AEE in Q2 2020 and held it in 5 quarters. The position peaked at $4.11M in Q4 2025. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Fulcrum Asset Management reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Asset Management sold 7,980 Ameren shares in Q2 2026, an estimated $875K.
  • Fulcrum Asset Management first reported a position in Ameren in Q2 2020 and held it in 5 quarters.
  • Fulcrum Asset Management's Ameren position peaked at $4.11M in Q4 2025.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.