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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Oxford Financial Group's AEE Position: Q1 2026 in Review

Oxford Financial Group held its Ameren (AEE) position steady in Q1 2026 at 6,769 shares worth $744K. The position accounts for 0.04% of the portfolio, ranked #119.

Oxford Financial Group first reported a position in AEE in Q1 2022 and has held it in 17 quarters since. 924 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Oxford Financial Group held 6,769 shares of Ameren worth $744K as of Q1 2026.
Oxford Financial Group left its Ameren share count unchanged in Q1 2026.
Ameren made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #119 holding.
Oxford Financial Group first reported a position in Ameren in Q1 2022 and has held it in 17 quarters since.
924 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.