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Schrum Private Wealth Management’s Ameren AEE Stock Holding History

Schrum Private Wealth Management’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
Q1 		$326K Sell
2,967
-224
-7% -$23.9K 0.25% 96
2025
Q4 		$319K Sell
3,191
-547
-15% -$56.1K 0.24% 101
2025
Q3 		$390K Sell
3,738
-474
-11% -$47.3K 0.29% 86
2025
Q2 		$405K Sell
4,212
-410
-9% -$39.8K 0.32% 77
2025
Q1 		$464K Sell
4,622
-413
-8% -$39.8K 0.41% 62
2024
Q4 		$449K Sell
5,035
-6,523
-56% -$584K 0.38% 64
2024
Q3 		$1.01M Buy
11,558
+5,451
+89% +$437K 0.52% 49
2024
Q2 		$434K Hold
6,107
– – 0.39% 66
2024
Q1 		$452K Sell
6,107
-208
-3% -$14.8K 0.41% 65
2023
Q4 		$457K Hold
6,315
– – 0.65% 46
2023
Q3 		$473K Buy
+6,315
New +$515K 0.54% 53

Other funds holding AEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Schrum Private Wealth Management's AEE Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Ameren (AEE) stake by 7% in Q1 2026, selling an estimated $23.9K and leaving 2,967 shares worth $326K. The position accounts for 0.25% of the portfolio, ranked #96.

Schrum Private Wealth Management first reported a position in AEE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2024. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Schrum Private Wealth Management held 2,967 shares of Ameren worth $326K as of Q1 2026.
  • Schrum Private Wealth Management sold 224 Ameren shares in Q1 2026, an estimated $23.9K.
  • Ameren made up 0.25% of Schrum Private Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Schrum Private Wealth Management first reported a position in Ameren in Q3 2023 and has held it in 11 quarters since.
  • Schrum Private Wealth Management's Ameren position peaked at $1.01M in Q3 2024.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.