Montag & Associates’s Ameren AEE Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-20	Closed	-$2.09K	–	952
2025 Q3	$2.09K	Buy	+20	New	+$2K	﹤0.01%	912
2023 Q1	–	Sell	-107	Closed	-$9.51K	–	926
2022 Q4	$9.51K	Buy	+107	New	+$8.99K	﹤0.01%	736

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Montag & Associates's AEE Position: Q4 2025 in Review

Montag & Associates sold out of Ameren (AEE) in Q4 2025, closing a stake of 20 shares — an estimated $2.09K sold.

Montag & Associates first reported a position in AEE in Q4 2022 and held it in 2 quarters. The position peaked at $9.51K in Q4 2022. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

Montag & Associates reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 20 Ameren shares in Q4 2025, an estimated $2.09K.
Montag & Associates first reported a position in Ameren in Q4 2022 and held it in 2 quarters.
Montag & Associates's Ameren position peaked at $9.51K in Q4 2022.
880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.