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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
Q2 		$837K Buy
7,402
+740
+11% +$81.8K 0.01% 566
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 $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

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

Modern Wealth Management increased its Ameren (AEE) stake by 11% in Q2 2026, buying an estimated $81.8K and bringing the position to 7,402 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #566.

Modern Wealth Management first reported a position in AEE in Q2 2024 and has held it in 9 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Modern Wealth Management held 7,402 shares of Ameren worth $837K as of Q2 2026.
  • Modern Wealth Management bought 740 Ameren shares in Q2 2026, an estimated $81.8K.
  • Ameren made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #566 holding.
  • Modern Wealth Management first reported a position in Ameren in Q2 2024 and has held it in 9 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.