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Independent Financial Group’s Ameren AEE Stock Holding History

Independent Financial Group’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 		$386K Buy
3,418
+1,468
+75% +$162K 0.01% 1098
2026
Q1 		$214K Buy
+1,950
New +$208K ﹤0.01% 1345
2025
Q2 		– Sell
-2,358
Closed -$237K – 1291
2025
Q1 		$237K Buy
+2,358
New +$227K 0.01% 1034

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 $3.37T AUM 44.26% 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 Financial Group's AEE Position: Q2 2026 in Review

Independent Financial Group increased its Ameren (AEE) stake by 75% in Q2 2026, buying an estimated $162K and bringing the position to 3,418 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1098.

Independent Financial Group first reported a position in AEE in Q1 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Independent Financial Group held 3,418 shares of Ameren worth $386K as of Q2 2026.
  • Independent Financial Group bought 1,468 Ameren shares in Q2 2026, an estimated $162K.
  • Ameren made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1098 holding.
  • Independent Financial Group first reported a position in Ameren in Q1 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.