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Mowery & Schoenfeld Wealth Management’s Ameren AEE Stock Holding History

Mowery & Schoenfeld Wealth 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
2026
Q1 		– Sell
-28
Closed -$2.8K – 361
2025
Q4 		$2.8K Buy
+28
New +$2.87K ﹤0.01% 379
2025
Q1 		– Sell
-1
Closed -$90 – 459
2024
Q4 		$90 Buy
+1
New +$90 ﹤0.01% 485

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AEE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Ameren (AEE) in Q1 2026, closing a stake of 28 shares — an estimated $2.8K sold.

Mowery & Schoenfeld Wealth Management first reported a position in AEE in Q4 2024 and held it in 2 quarters. The position peaked at $2.8K in Q4 2025. 931 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 28 Ameren shares in Q1 2026, an estimated $2.8K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ameren in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Ameren position peaked at $2.8K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.