SIM
AEE icon

Synergy Investment Management’s Ameren AEE Stock Holding History

Synergy Investment 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 		$33.9K Buy
300
+21
+8% +$2.32K 0.01% 440
2026
Q1 		$30.7K Buy
+279
New +$29.8K 0.01% 344
2025
Q2 		– Sell
-275
Closed -$27.6K – 89
2025
Q1 		$27.6K Hold
275
– – 0.01% 279
2024
Q4 		$24.5K Buy
+275
New +$24.6K 0.01% 300

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 $3.38T AUM 44.17% 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

Synergy Investment Management's AEE Position: Q2 2026 in Review

Synergy Investment Management increased its Ameren (AEE) stake by 7.5% in Q2 2026, buying an estimated $2.32K and bringing the position to 300 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #440.

Synergy Investment Management first reported a position in AEE in Q4 2024 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Synergy Investment Management held 300 shares of Ameren worth $33.9K as of Q2 2026.
  • Synergy Investment Management bought 21 Ameren shares in Q2 2026, an estimated $2.32K.
  • Ameren made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #440 holding.
  • Synergy Investment Management first reported a position in Ameren in Q4 2024 and has held it in 4 quarters since.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.