MYIA
AEE icon

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
Q2 		$1.52M Sell
13,472
-1,534
-10% -$170K 0.03% 479
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AEE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Ameren (AEE) stake by 10% in Q2 2026, selling an estimated $170K and leaving 13,472 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #479.

Mount Yale Investment Advisors first reported a position in AEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2026. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Mount Yale Investment Advisors held 13,472 shares of Ameren worth $1.52M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,534 Ameren shares in Q2 2026, an estimated $170K.
  • Ameren made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #479 holding.
  • Mount Yale Investment Advisors first reported a position in Ameren in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Ameren position peaked at $1.65M in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.