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Halbert Hargrove Global Advisors’s Ameren AEE Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-44
Closed -$4.59K – 372
2025
Q3 		$4.59K Buy
+44
New +$4.39K ﹤0.01% 431
2025
Q2 		– Sell
-1
Closed -$101 – 318
2025
Q1 		$101 Buy
+1
New +$96 ﹤0.01% 635

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Halbert Hargrove Global Advisors's AEE Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Ameren (AEE) in Q4 2025, closing a stake of 44 shares — an estimated $4.59K sold.

Halbert Hargrove Global Advisors first reported a position in AEE in Q1 2025 and held it in 2 quarters. The position peaked at $4.59K in Q3 2025. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 44 Ameren shares in Q4 2025, an estimated $4.59K.
  • Halbert Hargrove Global Advisors first reported a position in Ameren in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Ameren position peaked at $4.59K in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.