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Lugano Financial Advisors SA (LFA)’s Ameren AEE Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$7.24K Hold
64
– – ﹤0.01% 261
2026
Q1 		$7.04K Hold
64
– – ﹤0.01% 218
2025
Q4 		$6.39K Hold
64
– – ﹤0.01% 232
2025
Q3 		$6.68K Hold
64
– – ﹤0.01% 225
2025
Q2 		$6.15K Buy
+64
New +$6.21K ﹤0.01% 229
2024
Q1 		– Sell
-1,452
Closed -$105K – 161
2023
Q4 		$105K Hold
1,452
– – 0.08% 86
2023
Q3 		$109K Buy
+1,452
New +$118K 0.09% 85

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 $3.38T AUM 44.17% 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

Lugano Financial Advisors SA (LFA)'s AEE Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Ameren (AEE) position steady in Q2 2026 at 64 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Lugano Financial Advisors SA (LFA) first reported a position in AEE in Q3 2023 and has held it in 7 quarters since. The position peaked at $109K in Q3 2023. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 64 shares of Ameren worth $7.24K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Ameren share count unchanged in Q2 2026.
  • Ameren made up ﹤0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #261 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Ameren in Q3 2023 and has held it in 7 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Ameren position peaked at $109K in Q3 2023.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.