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ORG Wealth Partners’s Ameren AEE Stock Holding History

ORG Wealth Partners’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 		$334K Buy
2,957
+826
+39% +$91.3K 0.05% 195
2026
Q1 		$234K Buy
2,131
+556
+35% +$59.4K 0.05% 204
2025
Q4 		$157K Sell
1,575
-45
-3% -$4.61K 0.04% 236
2025
Q3 		$169K Buy
1,620
+877
+118% +$87.5K 0.04% 227
2025
Q2 		$71.6K Buy
+743
New +$72.1K 0.02% 292

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 $3.37T AUM 44.26% 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

ORG Wealth Partners's AEE Position: Q2 2026 in Review

ORG Wealth Partners increased its Ameren (AEE) stake by 39% in Q2 2026, buying an estimated $91.3K and bringing the position to 2,957 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #195.

ORG Wealth Partners first reported a position in AEE in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • ORG Wealth Partners held 2,957 shares of Ameren worth $334K as of Q2 2026.
  • ORG Wealth Partners bought 826 Ameren shares in Q2 2026, an estimated $91.3K.
  • Ameren made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • ORG Wealth Partners first reported a position in Ameren in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.