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Marks Group Wealth Management’s Ameren AEE Stock Holding History

Marks Group 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
2026
Q1 		$1.26M Sell
11,488
-3,894
-25% -$416K 0.12% 175
2025
Q4 		$1.54M Buy
+15,382
New +$1.58M 0.15% 148

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

Marks Group Wealth Management's AEE Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Ameren (AEE) stake by 25% in Q1 2026, selling an estimated $416K and leaving 11,488 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #175.

Marks Group Wealth Management first reported a position in AEE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2025. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Marks Group Wealth Management held 11,488 shares of Ameren worth $1.26M as of Q1 2026.
  • Marks Group Wealth Management sold 3,894 Ameren shares in Q1 2026, an estimated $416K.
  • Ameren made up 0.12% of Marks Group Wealth Management's portfolio in Q1 2026, its #175 holding.
  • Marks Group Wealth Management first reported a position in Ameren in Q4 2025 and has held it in 2 quarters since.
  • Marks Group Wealth Management's Ameren position peaked at $1.54M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.