Legacy Financial Advisors’s Ameren AEE Stock Holding History

Legacy Financial 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	$295K	Buy	2,610 +13	+0.5%	+$1.44K	0.04%	348
2026 Q1	$285K	Buy	2,597 +46	+2%	+$4.92K	0.04%	337
2025 Q4	$255K	Sell	2,551 -70	-3%	-$7.18K	0.04%	344
2025 Q3	$274K	Buy	2,621 +2	+0.1%	+$200	0.04%	346
2025 Q2	$252K	Buy	2,619 +3	+0.1%	+$291	0.04%	301
2025 Q1	$263K	Buy	2,616 +64	+3%	+$6.16K	0.04%	293
2024 Q4	$227K	Buy	2,552 +41	+2%	+$3.67K	0.04%	310
2024 Q3	$220K	Buy	+2,511	New	+$201K	0.04%	325
2019 Q2	–	Sell	-361	Closed	-$27K	–	132
2019 Q1	$27K	Sell	361 -179	-33%	-$12.5K	0.01%	393
2018 Q4	$35K	Hold	540	–	–	0.01%	299
2018 Q3	$34K	Hold	540	–	–	0.01%	292
2018 Q2	$33K	Buy	540 +179	+50%	+$10.3K	0.01%	296
2018 Q1	$20K	Hold	361	–	–	0.01%	364
2017 Q4	$21K	Buy	+361	New	+$22.2K	0.01%	354

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Legacy Financial Advisors's AEE Position: Q2 2026 in Review

Legacy Financial Advisors increased its Ameren (AEE) stake by 0.5% in Q2 2026, buying an estimated $1.44K and bringing the position to 2,610 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #348.

Legacy Financial Advisors first reported a position in AEE in Q4 2017 and has held it in 14 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Legacy Financial Advisors held 2,610 shares of Ameren worth $295K as of Q2 2026.
Legacy Financial Advisors bought 13 Ameren shares in Q2 2026, an estimated $1.44K.
Ameren made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #348 holding.
Legacy Financial Advisors first reported a position in Ameren in Q4 2017 and has held it in 14 quarters since.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.