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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
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 $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

Synergy Investment Management's AEE Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Ameren (AEE) in Q1 2026: 279 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in AEE as recently as Q1 2025.

Synergy Investment Management first reported a position in AEE in Q4 2024 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Synergy Investment Management held 279 shares of Ameren worth $30.7K as of Q1 2026.
  • Ameren was a new Synergy Investment Management position in Q1 2026.
  • Ameren made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #344 holding.
  • Synergy Investment Management first reported a position in Ameren in Q4 2024 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.