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Root Financial Partners’s Ameren AEE Stock Holding History

Root Financial Partners’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 		– Sell
-709
Closed -$77.9K – 458
2026
Q1 		$77.9K Buy
709
+161
+29% +$17.2K ﹤0.01% 674
2025
Q4 		$54.7K Buy
548
+34
+7% +$3.49K ﹤0.01% 672
2025
Q3 		$53.6K Buy
+514
New +$51.3K ﹤0.01% 645

Other funds holding AEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Root Financial Partners's AEE Position: Q2 2026 in Review

Root Financial Partners sold out of Ameren (AEE) in Q2 2026, closing a stake of 709 shares — an estimated $77.9K sold.

Root Financial Partners first reported a position in AEE in Q3 2025 and held it in 3 quarters. The position peaked at $77.9K in Q1 2026. 317 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Root Financial Partners reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 709 Ameren shares in Q2 2026, an estimated $77.9K.
  • Root Financial Partners first reported a position in Ameren in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ameren position peaked at $77.9K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.