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Principia Wealth Advisory’s Ameren AEE Stock Holding History

Principia Wealth Advisory’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 		$3.84K Buy
34
+19
+127% +$2.1K ﹤0.01% 420
2026
Q1 		$1.65K Buy
15
+1
+7% +$107 ﹤0.01% 569
2025
Q4 		$1.4K Buy
14
+1
+8% +$103 ﹤0.01% 567
2025
Q3 		$1.36K Buy
13
+5
+63% +$499 ﹤0.01% 536
2025
Q2 		$768 Hold
8
– – ﹤0.01% 640
2025
Q1 		$771 Buy
8
+1
+14% +$96 ﹤0.01% 461
2024
Q4 		$624 Buy
+7
New +$627 ﹤0.01% 485

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

Principia Wealth Advisory's AEE Position: Q2 2026 in Review

Principia Wealth Advisory increased its Ameren (AEE) stake by 127% in Q2 2026, buying an estimated $2.1K and bringing the position to 34 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Principia Wealth Advisory first reported a position in AEE in Q4 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Principia Wealth Advisory held 34 shares of Ameren worth $3.84K as of Q2 2026.
  • Principia Wealth Advisory bought 19 Ameren shares in Q2 2026, an estimated $2.1K.
  • Ameren made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #420 holding.
  • Principia Wealth Advisory first reported a position in Ameren in Q4 2024 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.