Sound Income Strategies’s Ameren AEE Stock Holding History

Sound Income Strategies’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	–	Sell	-305	Closed	-$33.8K	–	516
2026 Q1	$33.8K	Sell	305 -4	-1%	-$428	﹤0.01%	971
2025 Q4	$32.1K	Buy	309 +304	+6,080%	+$31.2K	﹤0.01%	961
2025 Q3	$515	Hold	5	–	–	﹤0.01%	1532
2025 Q2	$480	Sell	5 -3,376	-100%	-$328K	﹤0.01%	1463
2025 Q1	$339K	Sell	3,381 -1,542	-31%	-$148K	0.02%	217
2024 Q4	$439K	Buy	4,923 +477	+11%	+$42.7K	0.03%	172
2024 Q3	$389K	Buy	4,446 +2,578	+138%	+$207K	0.03%	179
2024 Q2	$133K	Hold	1,868	–	–	0.01%	284
2024 Q1	$138K	Hold	1,868	–	–	0.01%	260
2023 Q4	$135K	Hold	1,868	–	–	0.01%	241
2023 Q3	$140K	Hold	1,868	–	–	0.01%	175
2023 Q2	$153K	Hold	1,868	–	–	0.02%	173
2023 Q1	$161K	Hold	1,868	–	–	0.02%	163
2022 Q4	$166K	Buy	+1,868	New	+$157K	0.02%	152
2019 Q3	–	Sell	-600	Closed	-$45K	–	656
2019 Q2	$45K	Hold	600	–	–	0.02%	134
2019 Q1	$44K	Hold	600	–	–	0.02%	137
2018 Q4	$39K	Buy	+600	New	+$40K	0.02%	150

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's AEE Position: Q2 2026 in Review

Sound Income Strategies sold out of Ameren (AEE) in Q2 2026, closing a stake of 305 shares — an estimated $33.8K sold.

Sound Income Strategies first reported a position in AEE in Q4 2018 and held it in 17 quarters. The position peaked at $439K in Q4 2024. 632 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Sound Income Strategies reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 305 Ameren shares in Q2 2026, an estimated $33.8K.
Sound Income Strategies first reported a position in Ameren in Q4 2018 and held it in 17 quarters.
Sound Income Strategies's Ameren position peaked at $439K in Q4 2024.
632 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.