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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Independent Advisor Alliance's AEE Position: Q1 2026 in Review

Independent Advisor Alliance increased its Ameren (AEE) stake by 2% in Q1 2026, buying an estimated $6.09K and bringing the position to 2,953 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Independent Advisor Alliance first reported a position in AEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $356K in Q1 2025. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Independent Advisor Alliance held 2,953 shares of Ameren worth $325K as of Q1 2026.
  • Independent Advisor Alliance bought 57 Ameren shares in Q1 2026, an estimated $6.09K.
  • Ameren made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1288 holding.
  • Independent Advisor Alliance first reported a position in Ameren in Q4 2024 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Ameren position peaked at $356K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.