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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
2025
Q2 		– Sell
-39,098
Closed -$3.14M – 189
2025
Q1 		$3.14M Buy
+39,098
New +$3.76M 0.61% 45

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 $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 $3.37T AUM 44.26% 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

Fulcrum Asset Management's AEE Position: Q1 2026 in Review

Fulcrum Asset Management reduced its Ameren (AEE) stake by 80% in Q1 2026, selling an estimated $3.51M and leaving 7,980 shares worth $875K. The position accounts for 0.13% of the portfolio, ranked #112.

Fulcrum Asset Management first reported a position in AEE in Q2 2020 and has held it in 5 quarters since. The position peaked at $4.11M in Q4 2025. 926 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Fulcrum Asset Management held 7,980 shares of Ameren worth $875K as of Q1 2026.
  • Fulcrum Asset Management sold 32,794 Ameren shares in Q1 2026, an estimated $3.51M.
  • Ameren made up 0.13% of Fulcrum Asset Management's portfolio in Q1 2026, its #112 holding.
  • Fulcrum Asset Management first reported a position in Ameren in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Ameren position peaked at $4.11M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.