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BFC Planning, Inc.’s Ameren AEE Stock Holding History

BFC Planning, 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
Q2 		$785K Sell
6,944
-3,442
-33% -$380K 0.03% 467
2026
Q1 		$1.14M Sell
10,386
-1
-0% -$107 0.05% 337
2025
Q4 		$1.04M Buy
10,387
+5,765
+125% +$591K 0.05% 359
2025
Q3 		$482K Buy
4,622
+25
+0.5% +$2.5K 0.03% 396
2025
Q2 		$442K Buy
4,597
+26
+0.6% +$2.52K 0.03% 393
2025
Q1 		$459K Sell
4,571
-55
-1% -$5.3K 0.04% 344
2024
Q4 		$412K Buy
+4,626
New +$414K 0.03% 386

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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
Jupiter Topco
Jupiter Topco New York $245B AUM

BFC Planning, Inc.'s AEE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Ameren (AEE) stake by 33% in Q2 2026, selling an estimated $380K and leaving 6,944 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #467.

BFC Planning, Inc. first reported a position in AEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2026. 957 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • BFC Planning, Inc. held 6,944 shares of Ameren worth $785K as of Q2 2026.
  • BFC Planning, Inc. sold 3,442 Ameren shares in Q2 2026, an estimated $380K.
  • Ameren made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #467 holding.
  • BFC Planning, Inc. first reported a position in Ameren in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Ameren position peaked at $1.14M in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.