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Perigon Wealth Management’s Ameren AEE Stock Holding History

Perigon Wealth Management’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 		$238K Buy
+2,109
New +$233K ﹤0.01% 1267
2018
Q2 		– Sell
-140
Closed -$8K – 237
2018
Q1 		$8K Hold
140
– – ﹤0.01% 525
2017
Q4 		$8K Hold
140
– – ﹤0.01% 502
2017
Q3 		$8K Hold
140
– – ﹤0.01% 523
2017
Q2 		$8K Hold
140
– – ﹤0.01% 505
2017
Q1 		$8K Hold
140
– – ﹤0.01% 538
2016
Q4 		$8K Hold
140
– – ﹤0.01% 582
2016
Q3 		$7K Buy
+140
New +$7.14K ﹤0.01% 514

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

Perigon Wealth Management's AEE Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Ameren (AEE) in Q2 2026: 2,109 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in AEE as recently as Q1 2018.

Perigon Wealth Management first reported a position in AEE in Q3 2016 and has held it in 8 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Perigon Wealth Management held 2,109 shares of Ameren worth $238K as of Q2 2026.
  • Ameren was a new Perigon Wealth Management position in Q2 2026.
  • Ameren made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1267 holding.
  • Perigon Wealth Management first reported a position in Ameren in Q3 2016 and has held it in 8 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.