IWC
AEE icon

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
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 $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

Integrated Wealth Concepts's AEE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Ameren (AEE) stake by 452% in Q1 2026, buying an estimated $1.31M and bringing the position to 14,974 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #842.

Integrated Wealth Concepts first reported a position in AEE in Q1 2023 and has held it in 13 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Integrated Wealth Concepts held 14,974 shares of Ameren worth $1.65M as of Q1 2026.
  • Integrated Wealth Concepts bought 12,260 Ameren shares in Q1 2026, an estimated $1.31M.
  • Ameren made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #842 holding.
  • Integrated Wealth Concepts first reported a position in Ameren in Q1 2023 and has held it in 13 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.