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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
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

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

Mascoma Wealth Management's AEE Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Ameren (AEE) in Q2 2026: 2 shares worth $226. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in AEE as recently as Q4 2024.

Mascoma Wealth Management first reported a position in AEE in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.81K in Q4 2024. 953 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Mascoma Wealth Management held 2 shares of Ameren worth $226 as of Q2 2026.
  • Ameren was a new Mascoma Wealth Management position in Q2 2026.
  • Ameren made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Mascoma Wealth Management first reported a position in Ameren in Q4 2024 and has held it in 2 quarters since.
  • Mascoma Wealth Management's Ameren position peaked at $4.81K in Q4 2024.
  • 953 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.