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Marshall & Sterling Wealth Advisors’s Ameren AEE Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-68
Closed -$7.1K – 344
2025
Q3 		$7.1K Hold
68
– – ﹤0.01% 430
2025
Q2 		$6.53K Hold
68
– – ﹤0.01% 433
2025
Q1 		$6.83K Buy
+68
New +$6.55K ﹤0.01% 401

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AEE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Ameren (AEE) in Q4 2025, closing a stake of 68 shares — an estimated $7.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in AEE in Q1 2025 and held it in 3 quarters. The position peaked at $7.1K in Q3 2025. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 68 Ameren shares in Q4 2025, an estimated $7.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Ameren in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Ameren position peaked at $7.1K in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.