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Independent Advisor Alliance’s Ameren AEE Stock Holding History

Independent Advisor Alliance’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 		$332K Sell
2,933
-20
-0.7% -$2.21K 0.01% 807
2026
Q1 		$325K Buy
2,953
+57
+2% +$6.09K ﹤0.01% 1288
2025
Q4 		$289K Sell
2,896
-122
-4% -$12.5K 0.01% 806
2025
Q3 		$315K Sell
3,018
-52
-2% -$5.19K 0.01% 754
2025
Q2 		$295K Sell
3,070
-477
-13% -$46.3K 0.01% 728
2025
Q1 		$356K Buy
3,547
+243
+7% +$23.4K 0.01% 610
2024
Q4 		$295K Buy
+3,304
New +$296K ﹤0.01% 1151

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 $1.88T 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

Independent Advisor Alliance's AEE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Ameren (AEE) stake by 0.68% in Q2 2026, selling an estimated $2.21K and leaving 2,933 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #807.

Independent Advisor Alliance first reported a position in AEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q1 2025. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Independent Advisor Alliance held 2,933 shares of Ameren worth $332K as of Q2 2026.
  • Independent Advisor Alliance sold 20 Ameren shares in Q2 2026, an estimated $2.21K.
  • Ameren made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #807 holding.
  • Independent Advisor Alliance first reported a position in Ameren in Q4 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's Ameren position peaked at $356K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.