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Morningstar Investment Management’s Ameren AEE Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-2,270
Closed -$218K – 474
2025
Q2 		$218K Buy
+2,270
New +$220K 0.02% 197
2025
Q1 		– Sell
-2,446
Closed -$218K – 75
2024
Q4 		$218K Hold
2,446
– – 0.02% 199
2024
Q3 		$213K Buy
+2,446
New +$196K 0.02% 204
2023
Q3 		– Sell
-2,498
Closed -$204K – 167
2023
Q2 		$204K Buy
+2,498
New +$214K 0.03% 166

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morningstar Investment Management's AEE Position: Q3 2025 in Review

Morningstar Investment Management sold out of Ameren (AEE) in Q3 2025, closing a stake of 2,270 shares — an estimated $218K sold.

Morningstar Investment Management first reported a position in AEE in Q2 2023 and held it in 4 quarters. The position peaked at $218K in Q2 2025. 824 funds tracked by Wall St. Rank hold AEE as of Q3 2025.

  • Morningstar Investment Management reported no remaining Ameren position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 2,270 Ameren shares in Q3 2025, an estimated $218K.
  • Morningstar Investment Management first reported a position in Ameren in Q2 2023 and held it in 4 quarters.
  • Morningstar Investment Management's Ameren position peaked at $218K in Q2 2025.
  • 824 funds tracked by Wall St. Rank held Ameren as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.