Plan Group Financial’s Ameren AEE Stock Holding History

Plan Group Financial’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	$271K	Hold	2,394	–	–	0.06%	188
2026 Q1	$263K	Hold	2,394	–	–	0.06%	185
2025 Q4	$239K	Hold	2,394	–	–	0.06%	176
2025 Q3	$250K	Buy	+2,394	New	+$239K	0.07%	156

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

Plan Group Financial's AEE Position: Q2 2026 in Review

Plan Group Financial held its Ameren (AEE) position steady in Q2 2026 at 2,394 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #188.

Plan Group Financial first reported a position in AEE in Q3 2025 and has held it in 4 quarters since. 953 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Plan Group Financial held 2,394 shares of Ameren worth $271K as of Q2 2026.
Plan Group Financial left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #188 holding.
Plan Group Financial first reported a position in Ameren in Q3 2025 and has held it in 4 quarters since.
953 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.