MWM
AEE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mindset Wealth Management's AEE Position: Q1 2026 in Review

Mindset Wealth Management held its Ameren (AEE) position steady in Q1 2026 at 3,087 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #115.

Mindset Wealth Management first reported a position in AEE in Q3 2024 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Mindset Wealth Management held 3,087 shares of Ameren worth $339K as of Q1 2026.
  • Mindset Wealth Management left its Ameren share count unchanged in Q1 2026.
  • Ameren made up 0.09% of Mindset Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Mindset Wealth Management first reported a position in Ameren in Q3 2024 and has held it in 7 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.