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Modern Wealth Management’s Ameren AEE Stock Holding History

Modern 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 		$738K Buy
6,662
+53
+0.8% +$5.67K 0.01% 486
2025
Q4 		$660K Buy
6,609
+331
+5% +$33.9K 0.01% 483
2025
Q3 		$655K Buy
6,278
+18
+0.3% +$1.8K 0.01% 457
2025
Q2 		$601K Buy
6,260
+86
+1% +$8.35K 0.01% 447
2025
Q1 		$620K Buy
6,174
+20
+0.3% +$1.93K 0.02% 375
2024
Q4 		$549K Buy
6,154
+409
+7% +$36.6K 0.02% 347
2024
Q3 		$502K Sell
5,745
-104
-2% -$8.33K 0.03% 252
2024
Q2 		$416K Buy
+5,849
New +$425K 0.03% 254

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

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

Modern Wealth Management increased its Ameren (AEE) stake by 0.8% in Q1 2026, buying an estimated $5.67K and bringing the position to 6,662 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #486.

Modern Wealth Management first reported a position in AEE in Q2 2024 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Modern Wealth Management held 6,662 shares of Ameren worth $738K as of Q1 2026.
  • Modern Wealth Management bought 53 Ameren shares in Q1 2026, an estimated $5.67K.
  • Ameren made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #486 holding.
  • Modern Wealth Management first reported a position in Ameren in Q2 2024 and has held it in 8 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.