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Oxford Financial Group’s Ameren AEE Stock Holding History

Oxford Financial Group’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 		$765K Hold
6,769
– – 0.04% 129
2026
Q1 		$744K Hold
6,769
– – 0.04% 119
2025
Q4 		$676K Buy
6,769
+7
+0.1% +$718 0.04% 121
2025
Q3 		$706K Hold
6,762
– – 0.04% 111
2025
Q2 		$649K Hold
6,762
– – 0.04% 111
2025
Q1 		$679K Hold
6,762
– – 0.05% 105
2024
Q4 		$603K Hold
6,762
– – 0.04% 119
2024
Q3 		$591K Hold
6,762
– – 0.04% 125
2024
Q2 		$481K Sell
6,762
-48
-0.7% -$3.49K 0.03% 157
2024
Q1 		$504K Buy
6,810
+48
+0.7% +$3.41K 0.04% 135
2023
Q4 		$489K Hold
6,762
– – 0.04% 142
2023
Q3 		$506K Sell
6,762
-48
-0.7% -$3.91K 0.04% 126
2023
Q2 		$556K Buy
6,810
+3,161
+87% +$271K 0.05% 127
2023
Q1 		$315K Sell
3,649
-3,215
-47% -$275K 0.04% 143
2022
Q4 		$610K Buy
6,864
+102
+2% +$8.57K 0.07% 96
2022
Q3 		$545K Sell
6,762
-12
-0.2% -$1.09K 0.08% 91
2022
Q2 		$612K Buy
6,774
+12
+0.2% +$1.11K 0.09% 92
2022
Q1 		$634K Buy
+6,762
New +$592K 0.08% 100

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

Oxford Financial Group's AEE Position: Q2 2026 in Review

Oxford Financial Group held its Ameren (AEE) position steady in Q2 2026 at 6,769 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #129.

Oxford Financial Group first reported a position in AEE in Q1 2022 and has held it in 18 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Oxford Financial Group held 6,769 shares of Ameren worth $765K as of Q2 2026.
  • Oxford Financial Group left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #129 holding.
  • Oxford Financial Group first reported a position in Ameren in Q1 2022 and has held it in 18 quarters since.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.