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LVW Advisors’s Ameren AEE Stock Holding History

LVW 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
Q1 		– Sell
-2,665
Closed -$266K – 439
2025
Q4 		$266K Sell
2,665
-256
-9% -$26.3K 0.03% 292
2025
Q3 		$305K Buy
2,921
+109
+4% +$10.9K 0.03% 274
2025
Q2 		$270K Buy
2,812
+280
+11% +$27.2K 0.03% 277
2025
Q1 		$254K Buy
+2,532
New +$244K 0.03% 262

Other funds holding AEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LVW Advisors's AEE Position: Q1 2026 in Review

LVW Advisors sold out of Ameren (AEE) in Q1 2026, closing a stake of 2,665 shares — an estimated $266K sold.

LVW Advisors first reported a position in AEE in Q1 2025 and held it in 4 quarters. The position peaked at $305K in Q3 2025. 924 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • LVW Advisors reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 2,665 Ameren shares in Q1 2026, an estimated $266K.
  • LVW Advisors first reported a position in Ameren in Q1 2025 and held it in 4 quarters.
  • LVW Advisors's Ameren position peaked at $305K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.