SWTS
AEE icon

Stonehaven Wealth & Tax Solutions’s Ameren AEE Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q4 		– Sell
-2,070
Closed -$216K – 86
2025
Q3 		$216K Sell
2,070
-102
-5% -$10.2K 0.2% 73
2025
Q2 		$209K Hold
2,172
– – 0.2% 73
2025
Q1 		$218K Buy
+2,172
New +$209K 0.23% 60

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's AEE Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Ameren (AEE) in Q4 2025, closing a stake of 2,070 shares — an estimated $216K sold.

Stonehaven Wealth & Tax Solutions first reported a position in AEE in Q1 2025 and held it in 3 quarters. The position peaked at $218K in Q1 2025. 879 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 2,070 Ameren shares in Q4 2025, an estimated $216K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Ameren in Q1 2025 and held it in 3 quarters.
  • Stonehaven Wealth & Tax Solutions's Ameren position peaked at $218K in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.