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Kellett Wealth Advisors’s Ameren AEE Stock Holding History

Kellett Wealth Advisors’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 		$204K Buy
+1,805
New +$199K 0.1% 95

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

Kellett Wealth Advisors's AEE Position: Q2 2026 in Review

Kellett Wealth Advisors opened a new position in Ameren (AEE) in Q2 2026: 1,805 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings.

953 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Kellett Wealth Advisors held 1,805 shares of Ameren worth $204K as of Q2 2026.
  • Ameren was a new Kellett Wealth Advisors position in Q2 2026.
  • Ameren made up 0.1% of Kellett Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • 953 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.