SWM
AEE icon

Segment Wealth Management’s Ameren AEE Stock Holding History

Segment 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 		$400K Buy
3,540
+905
+34% +$100K 0.02% 244
2026
Q1 		$290K Sell
2,635
-410
-13% -$43.8K 0.02% 266
2025
Q4 		$304K Buy
3,045
+104
+4% +$10.7K 0.02% 262
2025
Q3 		$307K Buy
2,941
+103
+4% +$10.3K 0.02% 246
2025
Q2 		$273K Buy
+2,838
New +$276K 0.02% 253

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

Segment Wealth Management's AEE Position: Q2 2026 in Review

Segment Wealth Management increased its Ameren (AEE) stake by 34% in Q2 2026, buying an estimated $100K and bringing the position to 3,540 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #244.

Segment Wealth Management first reported a position in AEE in Q2 2025 and has held it in 5 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Segment Wealth Management held 3,540 shares of Ameren worth $400K as of Q2 2026.
  • Segment Wealth Management bought 905 Ameren shares in Q2 2026, an estimated $100K.
  • Ameren made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Segment Wealth Management first reported a position in Ameren in Q2 2025 and has held it in 5 quarters since.
  • 952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.