Litman Gregory Wealth Management’s Ameren AEE Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$175K	Buy	+1,750	New	+$179K	0.01%	152
2025 Q2	–	Sell	-3,650	Closed	-$366K	–	139
2025 Q1	$366K	Buy	+3,650	New	+$351K	0.03%	105
2024 Q3	–	Sell	-3,250	Closed	-$231K	–	140
2024 Q2	$231K	Sell	3,250 -500	-13%	-$36.4K	0.02%	122
2024 Q1	$277K	Sell	3,750 -1,250	-25%	-$88.9K	0.03%	114
2023 Q4	$362K	Hold	5,000	–	–	0.03%	99
2023 Q3	$374K	Buy	+5,000	New	+$408K	0.04%	94
2019 Q4	–	Sell	-34	Closed	-$3K	–	208
2019 Q3	$3K	Sell	34 -34	-50%	-$2.61K	﹤0.01%	164
2019 Q2	$5K	Buy	+68	New	+$5.01K	﹤0.01%	170

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Litman Gregory Wealth Management's AEE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Ameren (AEE) in Q4 2025: 1,750 shares worth $175K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in AEE as recently as Q1 2025.

Litman Gregory Wealth Management first reported a position in AEE in Q2 2019 and has held it in 8 quarters since. The position peaked at $374K in Q3 2023. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

Litman Gregory Wealth Management held 1,750 shares of Ameren worth $175K as of Q4 2025.
Ameren was a new Litman Gregory Wealth Management position in Q4 2025.
Ameren made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #152 holding.
Litman Gregory Wealth Management first reported a position in Ameren in Q2 2019 and has held it in 8 quarters since.
Litman Gregory Wealth Management's Ameren position peaked at $374K in Q3 2023.
880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.