Legacy Financial Group (Iowa)
AEE icon

Legacy Financial Group (Iowa)’s Ameren AEE Stock Holding History

Legacy Financial Group (Iowa)’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 		$475K Hold
4,205
– – 0.05% 89
2026
Q1 		$462K Sell
4,205
-75
-2% -$8.02K 0.06% 85
2025
Q4 		$448K Hold
4,280
– – 0.06% 88
2025
Q3 		$447K Hold
4,280
– – 0.06% 86
2025
Q2 		$411K Hold
4,280
– – 0.06% 85
2025
Q1 		$430K Buy
4,280
+150
+4% +$14.4K 0.07% 79
2024
Q4 		$368K Buy
+4,130
New +$370K 0.06% 82
2024
Q3 		– Sell
-4,130
Closed -$294K – 57
2024
Q2 		$294K Hold
4,130
– – 0.06% 86
2024
Q1 		$305K Buy
+4,130
New +$294K 0.06% 80
2023
Q4 		– Sell
-4,130
Closed -$309K – 36
2023
Q3 		$309K Buy
+4,130
New +$337K 0.07% 75

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

Legacy Financial Group (Iowa)'s AEE Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Ameren (AEE) position steady in Q2 2026 at 4,205 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #89.

Legacy Financial Group (Iowa) first reported a position in AEE in Q3 2023 and has held it in 10 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Legacy Financial Group (Iowa) held 4,205 shares of Ameren worth $475K as of Q2 2026.
  • Legacy Financial Group (Iowa) left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.05% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #89 holding.
  • Legacy Financial Group (Iowa) first reported a position in Ameren in Q3 2023 and has held it in 10 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.