PDS Planning’s Ameren AEE Stock Holding History

PDS Planning’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	$256K	Sell	2,269 -37	-2%	-$4.09K	0.01%	474
2026 Q1	$253K	Buy	+2,306	New	+$247K	0.02%	439

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

PDS Planning's AEE Position: Q2 2026 in Review

PDS Planning reduced its Ameren (AEE) stake by 1.6% in Q2 2026, selling an estimated $4.09K and leaving 2,269 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #474.

PDS Planning first reported a position in AEE in Q1 2026 and has held it in 2 quarters since. 953 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

PDS Planning held 2,269 shares of Ameren worth $256K as of Q2 2026.
PDS Planning sold 37 Ameren shares in Q2 2026, an estimated $4.09K.
Ameren made up 0.01% of PDS Planning's portfolio in Q2 2026, its #474 holding.
PDS Planning first reported a position in Ameren in Q1 2026 and has held it in 2 quarters since.
953 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.