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MBM Wealth Consultants’s Ameren AEE Stock Holding History

MBM Wealth Consultants’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 		$552K Buy
4,879
+22
+0.5% +$2.43K 0.11% 85
2026
Q1 		$534K Buy
4,857
+191
+4% +$20.4K 0.12% 76
2025
Q4 		$466K Hold
4,666
– – 0.11% 75
2025
Q3 		$487K Hold
4,666
– – 0.12% 71
2025
Q2 		$448K Hold
4,666
– – 0.12% 71
2025
Q1 		$468K Buy
4,666
+422
+10% +$40.6K 0.14% 67
2024
Q4 		$378K Buy
4,244
+23
+0.5% +$2.06K 0.11% 74
2024
Q3 		$369K Hold
4,221
– – 0.12% 71
2024
Q2 		$301K Hold
4,221
– – 0.1% 77
2024
Q1 		$315K Hold
4,221
– – 0.11% 76
2023
Q4 		$295K Sell
4,221
-830
-16% -$63.1K 0.11% 77
2023
Q3 		$394K Hold
5,051
– – 0.17% 62
2023
Q2 		$427K Buy
5,051
+350
+7% +$30K 0.18% 60
2023
Q1 		$406K Hold
4,701
– – 0.17% 60
2022
Q4 		$416K Hold
4,701
– – 0.19% 60
2022
Q3 		$389K Buy
4,701
+4,184
+809% +$382K 0.19% 60
2022
Q2 		$47K Sell
517
-4,085
-89% -$378K 0.02% 160
2022
Q1 		$431K Hold
4,602
– – 0.18% 65
2021
Q4 		$410K Sell
4,602
-122
-3% -$10.4K 0.17% 66
2021
Q3 		$383K Sell
4,724
-26
-0.5% -$2.22K 0.17% 74
2021
Q2 		$380K Buy
4,750
+26
+0.6% +$2.18K 0.18% 76
2021
Q1 		$384K Sell
4,724
-313
-6% -$23.4K 0.2% 72
2020
Q4 		$393K Hold
5,037
– – 0.21% 59
2020
Q3 		$398K Hold
5,037
– – 0.25% 48
2020
Q2 		$354K Hold
5,037
– – 0.25% 51
2020
Q1 		$367K Sell
5,037
-400
-7% -$31.7K 0.3% 53
2019
Q4 		$418K Buy
5,437
+313
+6% +$23.8K 0.31% 66
2019
Q3 		$410K Sell
5,124
-869
-15% -$66.7K 0.32% 71
2019
Q2 		$450K Buy
5,993
+1,369
+30% +$101K 0.37% 59
2019
Q1 		$340K Buy
4,624
+1
+0% +$70 0.3% 73
2018
Q4 		$302K Buy
+4,623
New +$308K 0.29% 71

Other funds holding AEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

MBM Wealth Consultants's AEE Position: Q2 2026 in Review

MBM Wealth Consultants increased its Ameren (AEE) stake by 0.45% in Q2 2026, buying an estimated $2.43K and bringing the position to 4,879 shares worth $552K. The position accounts for 0.11% of the portfolio, ranked #85.

MBM Wealth Consultants first reported a position in AEE in Q4 2018 and has held it in 31 quarters since. 352 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • MBM Wealth Consultants held 4,879 shares of Ameren worth $552K as of Q2 2026.
  • MBM Wealth Consultants bought 22 Ameren shares in Q2 2026, an estimated $2.43K.
  • Ameren made up 0.11% of MBM Wealth Consultants's portfolio in Q2 2026, its #85 holding.
  • MBM Wealth Consultants first reported a position in Ameren in Q4 2018 and has held it in 31 quarters since.
  • 352 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

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