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Mosaic Family Wealth Partners’s Ameren AEE Stock Holding History

Mosaic Family Wealth Partners’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 		$1.55M Buy
13,682
+80
+0.6% +$8.84K 0.1% 154
2026
Q1 		$1.5M Sell
13,602
-150
-1% -$16K 0.15% 85
2025
Q4 		$1.37M Sell
13,752
-112
-0.8% -$11.5K 0.15% 77
2025
Q3 		$1.44M Buy
13,864
+30
+0.2% +$2.99K 0.17% 63
2025
Q2 		$1.33M Buy
13,834
+250
+2% +$24.3K 0.17% 64
2025
Q1 		$1.36M Buy
13,584
+439
+3% +$42.3K 0.19% 58
2024
Q4 		$1.17M Buy
13,145
+149
+1% +$13.3K 0.17% 64
2024
Q3 		$1.14M Buy
12,996
+42
+0.3% +$3.37K 0.17% 70
2024
Q2 		$921K Buy
12,954
+267
+2% +$19.4K 0.15% 79
2024
Q1 		$938K Sell
12,687
-1,720
-12% -$122K 0.15% 77
2023
Q4 		$1.04M Sell
14,407
-552
-4% -$42K 0.18% 67
2023
Q3 		$1.12M Buy
14,959
+4,268
+40% +$348K 0.22% 50
2023
Q2 		$873K Buy
10,691
+17
+0.2% +$1.46K 0.17% 71
2023
Q1 		$922K Buy
10,674
+16
+0.2% +$1.37K 0.19% 67
2022
Q4 		$948K Buy
+10,658
New +$896K 0.27% 60

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

Mosaic Family Wealth Partners's AEE Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Ameren (AEE) stake by 0.59% in Q2 2026, buying an estimated $8.84K and bringing the position to 13,682 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #154.

Mosaic Family Wealth Partners first reported a position in AEE in Q4 2022 and has held it in 15 quarters since. 944 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Mosaic Family Wealth Partners held 13,682 shares of Ameren worth $1.55M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 80 Ameren shares in Q2 2026, an estimated $8.84K.
  • Ameren made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Mosaic Family Wealth Partners first reported a position in Ameren in Q4 2022 and has held it in 15 quarters since.
  • 944 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.