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 Q2	$219K	Sell	1,938 -6	-0.3%	-$663	0.08%	272
2026 Q1	$214K	Buy	+1,944	New	+$208K	0.11%	279

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

Optimize Financial's AEE Position: Q2 2026 in Review

Optimize Financial reduced its Ameren (AEE) stake by 0.31% in Q2 2026, selling an estimated $663 and leaving 1,938 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #272.

Optimize Financial first reported a position in AEE in Q1 2026 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Optimize Financial held 1,938 shares of Ameren worth $219K as of Q2 2026.
Optimize Financial sold 6 Ameren shares in Q2 2026, an estimated $663.
Ameren made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #272 holding.
Optimize Financial first reported a position in Ameren in Q1 2026 and has held it in 2 quarters since.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.