Rise Advisors’s Ameren AEE Stock Holding History

Rise 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
2025 Q4	–	Sell	-146	Closed	-$15.2K	–	124
2025 Q3	$15.2K	Buy	146 +6	+4%	+$599	0.01%	746
2025 Q2	$13.4K	Buy	140 +1	+0.7%	+$97	0.01%	814
2025 Q1	$13.9K	Sell	139 -98	-41%	-$9.44K	0.01%	755
2024 Q4	$21.1K	Buy	237 +2	+0.9%	+$179	0.01%	621
2024 Q3	$20.6K	Buy	235 +2	+0.9%	+$160	0.01%	664
2024 Q2	$16.6K	Buy	233 +4	+2%	+$291	0.01%	759
2024 Q1	$16.9K	Buy	+229	New	+$16.3K	0.01%	765

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Rise Advisors's AEE Position: Q4 2025 in Review

Rise Advisors sold out of Ameren (AEE) in Q4 2025, closing a stake of 146 shares — an estimated $15.2K sold.

Rise Advisors first reported a position in AEE in Q1 2024 and held it in 7 quarters. The position peaked at $21.1K in Q4 2024. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

Rise Advisors reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 146 Ameren shares in Q4 2025, an estimated $15.2K.
Rise Advisors first reported a position in Ameren in Q1 2024 and held it in 7 quarters.
Rise Advisors's Ameren position peaked at $21.1K in Q4 2024.
880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.