Physician Wealth Advisors’s Ameren AEE Stock Holding History

Physician Wealth Advisors’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	$392K	Buy	3,470 +10	+0.3%	+$1.1K	0.05%	135
2026 Q1	$380K	Buy	3,460 +5	+0.1%	+$535	0.05%	127
2025 Q4	$345K	Buy	3,455 +25	+0.7%	+$2.56K	0.05%	128
2025 Q3	$358K	Buy	3,430 +70	+2%	+$6.99K	0.05%	131
2025 Q2	$323K	Hold	3,360	–	–	0.05%	135
2025 Q1	$337K	Hold	3,360	–	–	0.06%	128
2024 Q4	$300K	Hold	3,360	–	–	0.05%	137
2024 Q3	$295K	Hold	3,360	–	–	0.05%	135
2024 Q2	$248K	Hold	3,360	–	–	0.05%	146
2024 Q1	$236K	Buy	3,360 +10	+0.3%	+$711	0.05%	146
2023 Q4	$231K	Hold	3,350	–	–	0.05%	145
2023 Q3	$251K	Hold	3,350	–	–	0.06%	126
2023 Q2	$278K	Hold	3,350	–	–	0.07%	120
2023 Q1	$299K	Hold	3,350	–	–	0.08%	106
2022 Q4	$290K	Hold	3,350	–	–	0.08%	114
2022 Q3	$273K	Hold	3,350	–	–	0.08%	117
2022 Q2	$312K	Hold	3,350	–	–	0.09%	110
2022 Q1	$314K	Hold	3,350	–	–	0.08%	115
2021 Q4	$296K	Hold	3,350	–	–	0.08%	127
2021 Q3	$279K	Hold	3,350	–	–	0.08%	125
2021 Q2	$276K	Hold	3,350	–	–	0.08%	121
2021 Q1	$273K	Hold	3,350	–	–	0.09%	120
2020 Q4	$248K	Hold	3,350	–	–	0.08%	120
2020 Q3	$279K	Hold	3,350	–	–	0.11%	106
2020 Q2	$279K	Hold	3,350	–	–	0.11%	108
2020 Q1	$257K	Hold	3,350	–	–	0.13%	88
2019 Q4	$260K	Hold	3,350	–	–	0.12%	94
2019 Q3	$248K	Buy	+3,350	New	+$257K	0.12%	91

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

Physician Wealth Advisors's AEE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Ameren (AEE) stake by 0.29% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,470 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #135.

Physician Wealth Advisors first reported a position in AEE in Q3 2019 and has held it in 28 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Physician Wealth Advisors held 3,470 shares of Ameren worth $392K as of Q2 2026.
Physician Wealth Advisors bought 10 Ameren shares in Q2 2026, an estimated $1.1K.
Ameren made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Physician Wealth Advisors first reported a position in Ameren in Q3 2019 and has held it in 28 quarters since.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.