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Legacy Financial Independent Advisors’s Ameren AEE Stock Holding History

Legacy Financial Independent 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 		$3.79M Sell
33,494
-4,284
-11% -$473K 1.78% 20
2026
Q1 		$4.15M Buy
+37,778
New +$4.04M 2.16% 14

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 Independent Advisors's AEE Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Ameren (AEE) stake by 11% in Q2 2026, selling an estimated $473K and leaving 33,494 shares worth $3.79M. The position accounts for 1.78% of the portfolio, ranked #20.

Legacy Financial Independent Advisors first reported a position in AEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.15M in Q1 2026. 943 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Legacy Financial Independent Advisors held 33,494 shares of Ameren worth $3.79M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 4,284 Ameren shares in Q2 2026, an estimated $473K.
  • Ameren made up 1.78% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #20 holding.
  • Legacy Financial Independent Advisors first reported a position in Ameren in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Ameren position peaked at $4.15M in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.