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Strategic Planning Inc’s Ameren AEE Stock Holding History

Strategic Planning Inc’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
Q1 		– Sell
-42,826
Closed -$4.28M – 55
2025
Q4 		$4.28M Sell
42,826
-1,872
-4% -$192K 2.3% 14
2025
Q3 		$4.67M Sell
44,698
-592
-1% -$59.1K 2.7% 12
2025
Q2 		$4.35M Buy
45,290
+73
+0.2% +$7.09K 2.6% 14
2025
Q1 		$4.54M Buy
+45,217
New +$4.35M 2.56% 15

Other funds holding AEE

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Strategic Planning Inc's AEE Position: Q1 2026 in Review

Strategic Planning Inc sold out of Ameren (AEE) in Q1 2026, closing a stake of 42,826 shares — an estimated $4.28M sold.

Strategic Planning Inc first reported a position in AEE in Q1 2025 and held it in 4 quarters. The position peaked at $4.67M in Q3 2025. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Strategic Planning Inc reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Inc sold 42,826 Ameren shares in Q1 2026, an estimated $4.28M.
  • Strategic Planning Inc first reported a position in Ameren in Q1 2025 and held it in 4 quarters.
  • Strategic Planning Inc's Ameren position peaked at $4.67M in Q3 2025.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.