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Pinnacle Wealth Planning Services’s Ameren AEE Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.65K Buy
50
+21
+72% +$2.32K ﹤0.01% 2260
2026
Q1 		$3.19K Buy
29
+6
+26% +$642 ﹤0.01% 2353
2025
Q4 		$2.3K Buy
+23
New +$2.36K ﹤0.01% 2452
2021
Q1 		– Sell
-414
Closed -$32K – 369
2020
Q4 		$32K Buy
+414
New +$33.2K 0.01% 973

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

Pinnacle Wealth Planning Services's AEE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ameren (AEE) stake by 72% in Q2 2026, buying an estimated $2.32K and bringing the position to 50 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Pinnacle Wealth Planning Services first reported a position in AEE in Q4 2020 and has held it in 4 quarters since. The position peaked at $32K in Q4 2020. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 50 shares of Ameren worth $5.65K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 21 Ameren shares in Q2 2026, an estimated $2.32K.
  • Ameren made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2260 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ameren in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ameren position peaked at $32K in Q4 2020.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.