OF
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Optimize Financial’s Ameren AEE Stock Holding History

Optimize Financial’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 		$214K Buy
+1,944
New +$208K 0.11% 279

Other funds holding AEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Optimize Financial's AEE Position: Q1 2026 in Review

Optimize Financial opened a new position in Ameren (AEE) in Q1 2026: 1,944 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #279 among its holdings.

923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Optimize Financial held 1,944 shares of Ameren worth $214K as of Q1 2026.
  • Ameren was a new Optimize Financial position in Q1 2026.
  • Ameren made up 0.11% of Optimize Financial's portfolio in Q1 2026, its #279 holding.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.