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Mount Yale Investment Advisors’s Ameren AEE Stock Holding History

Mount Yale Investment Advisors’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 		$1.65M Buy
15,006
+2,677
+22% +$286K 0.04% 412
2025
Q4 		$1.23M Buy
12,329
+7,002
+131% +$718K 0.06% 283
2025
Q3 		$556K Buy
5,327
+5,185
+3,651% +$518K 0.04% 400
2025
Q2 		$13.6K Buy
+142
New +$13.8K ﹤0.01% 1098

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 $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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's AEE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ameren (AEE) stake by 22% in Q1 2026, buying an estimated $286K and bringing the position to 15,006 shares worth $1.65M. The position accounts for 0.04% of the portfolio, ranked #412.

Mount Yale Investment Advisors first reported a position in AEE in Q2 2025 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Mount Yale Investment Advisors held 15,006 shares of Ameren worth $1.65M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,677 Ameren shares in Q1 2026, an estimated $286K.
  • Ameren made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #412 holding.
  • Mount Yale Investment Advisors first reported a position in Ameren in Q2 2025 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.