Operose Advisors’s Ameren AEE Stock Holding History

Operose 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	–	Sell	-147	Closed	-$16.2K	–	525
2026 Q1	$16.2K	Buy	+147	New	+$15.7K	﹤0.01%	375
2025 Q4	–	Sell	-6	Closed	-$624	–	473
2025 Q3	$624	Hold	6	–	–	﹤0.01%	432
2025 Q2	$571	Hold	6	–	–	﹤0.01%	399
2025 Q1	$592	Hold	6	–	–	﹤0.01%	372
2024 Q4	$522	Sell	6 -141	-96%	-$12.6K	﹤0.01%	416
2024 Q3	$12.8K	Hold	147	–	–	﹤0.01%	464
2024 Q2	$10.4K	Hold	147	–	–	﹤0.01%	444
2024 Q1	$10.8K	Hold	147	–	–	﹤0.01%	480
2023 Q4	$10.6K	Hold	147	–	–	﹤0.01%	460
2023 Q3	$11K	Buy	147 +141	+2,350%	+$11.5K	﹤0.01%	569
2023 Q2	$451	Buy	6 +1	+20%	+$86	﹤0.01%	346
2023 Q1	$474	Hold	5	–	–	﹤0.01%	336
2022 Q4	$484	Hold	5	–	–	﹤0.01%	350
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	323
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	288
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	305
2021 Q4	$0	Buy	+5	New	+$425	﹤0.01%	298

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Operose Advisors's AEE Position: Q2 2026 in Review

Operose Advisors sold out of Ameren (AEE) in Q2 2026, closing a stake of 147 shares — an estimated $16.2K sold.

Operose Advisors first reported a position in AEE in Q4 2021 and held it in 17 quarters. The position peaked at $16.2K in Q1 2026. 950 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Operose Advisors reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
Operose Advisors sold 147 Ameren shares in Q2 2026, an estimated $16.2K.
Operose Advisors first reported a position in Ameren in Q4 2021 and held it in 17 quarters.
Operose Advisors's Ameren position peaked at $16.2K in Q1 2026.
950 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.