Root Financial Partners
AEE icon

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
Q3 		$96.5K Buy
+971
New +$105K ﹤0.01% 749
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's AEE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ameren (AEE) in Q3 2026: 971 shares worth $96.5K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AEE as recently as Q1 2026.

Root Financial Partners first reported a position in AEE in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Root Financial Partners held 971 shares of Ameren worth $96.5K as of Q3 2026.
  • Ameren was a new Root Financial Partners position in Q3 2026.
  • Ameren made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #749 holding.
  • Root Financial Partners first reported a position in Ameren in Q3 2025 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.