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Sequoia Financial Advisors’s Ameren AEE Stock Holding History

Sequoia Financial Advisors’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 		$1.86M Buy
16,441
+1,493
+10% +$165K 0.01% 662
2026
Q1 		$1.64M Buy
14,948
+4,479
+43% +$479K 0.01% 679
2025
Q4 		$1.05M Sell
10,469
-385
-4% -$39.5K 0.01% 866
2025
Q3 		$1.13M Buy
10,854
+1,399
+15% +$140K 0.01% 723
2025
Q2 		$908K Buy
9,455
+866
+10% +$84.1K 0.01% 722
2025
Q1 		$862K Buy
8,589
+702
+9% +$67.6K 0.01% 671
2024
Q4 		$703K Sell
7,887
-3,376
-30% -$302K 0.01% 688
2024
Q3 		$985K Buy
11,263
+2,923
+35% +$234K 0.01% 553
2024
Q2 		$593K Buy
8,340
+684
+9% +$49.7K 0.01% 631
2024
Q1 		$566K Sell
7,656
-1,021
-12% -$72.6K 0.01% 646
2023
Q4 		$628K Buy
8,677
+2,193
+34% +$167K 0.01% 671
2023
Q3 		$485K Sell
6,484
-681
-10% -$55.5K 0.01% 534
2023
Q2 		$585K Sell
7,165
-573
-7% -$49.1K 0.01% 480
2023
Q1 		$668K Sell
7,738
-192
-2% -$16.4K 0.01% 394
2022
Q4 		$705K Buy
7,930
+1,886
+31% +$159K 0.02% 364
2022
Q3 		$487K Sell
6,044
-82
-1% -$7.49K 0.02% 296
2022
Q2 		$554K Sell
6,126
-843
-12% -$78K 0.02% 307
2022
Q1 		$653K Buy
6,969
+172
+3% +$15.1K 0.02% 305
2021
Q4 		$605K Buy
+6,797
New +$578K 0.02% 299
2021
Q3 		– Sell
-6,477
Closed -$518K – 261
2021
Q2 		$518K Buy
6,477
+1,146
+21% +$95.9K 0.02% 275
2021
Q1 		$434K Sell
5,331
-547
-9% -$41K 0.02% 276
2020
Q4 		$459K Buy
5,878
+527
+10% +$42.2K 0.02% 260
2020
Q3 		$423K Buy
5,351
+460
+9% +$36.1K 0.02% 246
2020
Q2 		$344K Sell
4,891
-2
-0% -$145 0.02% 273
2020
Q1 		$356K Buy
+4,893
New +$388K 0.03% 235

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

Sequoia Financial Advisors's AEE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Ameren (AEE) stake by 10% in Q2 2026, buying an estimated $165K and bringing the position to 16,441 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #662.

Sequoia Financial Advisors first reported a position in AEE in Q1 2020 and has held it in 25 quarters since. 944 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Sequoia Financial Advisors held 16,441 shares of Ameren worth $1.86M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,493 Ameren shares in Q2 2026, an estimated $165K.
  • Ameren made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #662 holding.
  • Sequoia Financial Advisors first reported a position in Ameren in Q1 2020 and has held it in 25 quarters since.
  • 944 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.