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Mascoma Wealth Management’s Ameren AEE Stock Holding History

Mascoma 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
Q3 		– Sell
-2
Closed -$226 – 559
2026
Q2 		$226 Buy
+2
New +$221 ﹤0.01% 588
2025
Q1 		– Sell
-54
Closed -$4.81K – 497
2024
Q4 		$4.81K Buy
+54
New +$4.84K ﹤0.01% 411

Other funds holding AEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Mascoma Wealth Management's AEE Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Ameren (AEE) in Q3 2026, closing a stake of 2 shares — an estimated $226 sold.

Mascoma Wealth Management first reported a position in AEE in Q4 2024 and held it in 2 quarters. The position peaked at $4.81K in Q4 2024. 189 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Mascoma Wealth Management reported no remaining Ameren position as of Q3 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 2 Ameren shares in Q3 2026, an estimated $226.
  • Mascoma Wealth Management first reported a position in Ameren in Q4 2024 and held it in 2 quarters.
  • Mascoma Wealth Management's Ameren position peaked at $4.81K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.