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Prosperity Financial Group’s Ameren AEE Stock Holding History

Prosperity Financial Group’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 		$236K Buy
2,084
+7
+0.3% +$774 0.07% 175
2026
Q1 		$228K Buy
2,077
+50
+2% +$5.35K 0.08% 168
2025
Q4 		$202K Buy
2,027
+4
+0.2% +$410 0.07% 175
2025
Q3 		$211K Buy
+2,023
New +$202K 0.08% 164
2025
Q2 		– Sell
-2,017
Closed -$203K – 167
2025
Q1 		$203K Buy
+2,017
New +$194K 0.1% 153

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

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

Prosperity Financial Group increased its Ameren (AEE) stake by 0.34% in Q2 2026, buying an estimated $774 and bringing the position to 2,084 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #175.

Prosperity Financial Group first reported a position in AEE in Q1 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Prosperity Financial Group held 2,084 shares of Ameren worth $236K as of Q2 2026.
  • Prosperity Financial Group bought 7 Ameren shares in Q2 2026, an estimated $774.
  • Ameren made up 0.07% of Prosperity Financial Group's portfolio in Q2 2026, its #175 holding.
  • Prosperity Financial Group first reported a position in Ameren in Q1 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.