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Mindset Wealth Management’s Ameren AEE Stock Holding History

Mindset 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 		$349K Hold
3,087
– – 0.07% 123
2026
Q1 		$339K Hold
3,087
– – 0.09% 115
2025
Q4 		$308K Hold
3,087
– – 0.08% 126
2025
Q3 		$322K Hold
3,087
– – 0.09% 112
2025
Q2 		$296K Hold
3,087
– – 0.1% 115
2025
Q1 		$310K Sell
3,087
-78
-2% -$7.51K 0.12% 94
2024
Q4 		$282K Hold
3,165
– – 0.1% 100
2024
Q3 		$277K Buy
+3,165
New +$254K 0.11% 98

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

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

Mindset Wealth Management held its Ameren (AEE) position steady in Q2 2026 at 3,087 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #123.

Mindset Wealth Management first reported a position in AEE in Q3 2024 and has held it in 8 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Mindset Wealth Management held 3,087 shares of Ameren worth $349K as of Q2 2026.
  • Mindset Wealth Management left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.07% of Mindset Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Mindset Wealth Management first reported a position in Ameren in Q3 2024 and has held it in 8 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.