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Lifeworks Advisors’s Ameren AEE Stock Holding History

Lifeworks 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 		$245K Sell
2,167
-150
-6% -$16.6K 0.03% 301
2026
Q1 		$255K Buy
+2,317
New +$248K 0.03% 267

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

Lifeworks Advisors's AEE Position: Q2 2026 in Review

Lifeworks Advisors reduced its Ameren (AEE) stake by 6.5% in Q2 2026, selling an estimated $16.6K and leaving 2,167 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #301.

Lifeworks Advisors first reported a position in AEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $255K in Q1 2026. 953 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Lifeworks Advisors held 2,167 shares of Ameren worth $245K as of Q2 2026.
  • Lifeworks Advisors sold 150 Ameren shares in Q2 2026, an estimated $16.6K.
  • Ameren made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #301 holding.
  • Lifeworks Advisors first reported a position in Ameren in Q1 2026 and has held it in 2 quarters since.
  • Lifeworks Advisors's Ameren position peaked at $255K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.