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Integrated Wealth Concepts’s Ameren AEE Stock Holding History

Integrated Wealth Concepts’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 		$1.69M Sell
14,917
-57
-0.4% -$6.3K 0.01% 924
2026
Q1 		$1.65M Buy
14,974
+12,260
+452% +$1.31M 0.01% 842
2025
Q4 		$271K Sell
2,714
-7,320
-73% -$751K ﹤0.01% 1364
2025
Q3 		$1.05M Sell
10,034
-981
-9% -$97.9K 0.01% 954
2025
Q2 		$1.06M Buy
11,015
+1,736
+19% +$169K 0.01% 893
2025
Q1 		$932K Buy
9,279
+810
+10% +$78K 0.01% 860
2024
Q4 		$755K Sell
8,469
-641
-7% -$57.4K 0.01% 944
2024
Q3 		$797K Buy
9,110
+153
+2% +$12.3K 0.01% 893
2024
Q2 		$637K Buy
8,957
+114
+1% +$8.29K 0.01% 949
2024
Q1 		$654K Sell
8,843
-167
-2% -$11.9K 0.01% 932
2023
Q4 		$652K Buy
9,010
+29
+0.3% +$2.21K 0.01% 890
2023
Q3 		$672K Sell
8,981
-393
-4% -$32K 0.01% 855
2023
Q2 		$766K Buy
9,374
+324
+4% +$27.8K 0.01% 794
2023
Q1 		$782K Buy
+9,050
New +$775K 0.02% 705

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

Integrated Wealth Concepts's AEE Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Ameren (AEE) stake by 0.38% in Q2 2026, selling an estimated $6.3K and leaving 14,917 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #924.

Integrated Wealth Concepts first reported a position in AEE in Q1 2023 and has held it in 14 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Integrated Wealth Concepts held 14,917 shares of Ameren worth $1.69M as of Q2 2026.
  • Integrated Wealth Concepts sold 57 Ameren shares in Q2 2026, an estimated $6.3K.
  • Ameren made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #924 holding.
  • Integrated Wealth Concepts first reported a position in Ameren in Q1 2023 and has held it in 14 quarters since.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.