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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
Q2 		$1.43M Buy
12,661
+1,173
+10% +$130K 0.12% 169
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 $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

Marks Group Wealth Management's AEE Position: Q2 2026 in Review

Marks Group Wealth Management increased its Ameren (AEE) stake by 10% in Q2 2026, buying an estimated $130K and bringing the position to 12,661 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #169.

Marks Group Wealth Management first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q4 2025. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Marks Group Wealth Management held 12,661 shares of Ameren worth $1.43M as of Q2 2026.
  • Marks Group Wealth Management bought 1,173 Ameren shares in Q2 2026, an estimated $130K.
  • Ameren made up 0.12% of Marks Group Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Marks Group Wealth Management first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • Marks Group Wealth Management's Ameren position peaked at $1.54M in Q4 2025.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.