Trifecta Capital Advisors’s Ameren AEE Stock Holding History

Trifecta Capital Advisors’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	-17	Closed	-$1.77K	–	263
2025 Q3	$1.77K	Hold	17	–	–	﹤0.01%	352
2025 Q2	$1.63K	Hold	17	–	–	﹤0.01%	367
2025 Q1	$1.71K	Hold	17	–	–	﹤0.01%	326
2024 Q4	$1.52K	Hold	17	–	–	﹤0.01%	334
2024 Q3	$1.49K	Hold	17	–	–	﹤0.01%	345
2024 Q2	$1.21K	Hold	17	–	–	﹤0.01%	363
2024 Q1	$1.26K	Hold	17	–	–	﹤0.01%	356
2023 Q4	$1.23K	Hold	17	–	–	﹤0.01%	378
2023 Q3	$1.27K	Hold	17	–	–	﹤0.01%	353
2023 Q2	$1.39K	Hold	17	–	–	﹤0.01%	344
2023 Q1	$1.47K	Hold	17	–	–	﹤0.01%	339
2022 Q4	$1.51K	Buy	+17	New	+$1.43K	﹤0.01%	345

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Trifecta Capital Advisors's AEE Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Ameren (AEE) in Q4 2025, closing a stake of 17 shares — an estimated $1.77K sold.

Trifecta Capital Advisors first reported a position in AEE in Q4 2022 and held it in 12 quarters. The position peaked at $1.77K in Q3 2025. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

Trifecta Capital Advisors reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 17 Ameren shares in Q4 2025, an estimated $1.77K.
Trifecta Capital Advisors first reported a position in Ameren in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Ameren position peaked at $1.77K in Q3 2025.
880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.