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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
Q2 		$434K Buy
6,107
+3,140
+106% +$347K 0.45% 62
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 $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

Schrum Private Wealth Management's AEE Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Ameren (AEE) stake by 106% in Q2 2026, buying an estimated $347K and bringing the position to 6,107 shares worth $434K. The position accounts for 0.45% of the portfolio, ranked #62.

Schrum Private Wealth Management first reported a position in AEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2024. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Schrum Private Wealth Management held 6,107 shares of Ameren worth $434K as of Q2 2026.
  • Schrum Private Wealth Management bought 3,140 Ameren shares in Q2 2026, an estimated $347K.
  • Ameren made up 0.45% of Schrum Private Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Schrum Private Wealth Management first reported a position in Ameren in Q3 2023 and has held it in 12 quarters since.
  • Schrum Private Wealth Management's Ameren position peaked at $1.01M in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.