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True Wealth Design’s Ameren AEE Stock Holding History

True Wealth Design’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 		$31.3K Buy
277
+60
+28% +$6.63K 0.01% 663
2026
Q1 		$23.9K Buy
217
+161
+288% +$17.2K 0.01% 649
2025
Q4 		$5.59K Buy
56
+2
+4% +$205 ﹤0.01% 1043
2025
Q3 		$5.64K Buy
54
+11
+26% +$1.1K ﹤0.01% 1033
2025
Q2 		$4.13K Sell
43
-8
-16% -$777 ﹤0.01% 877
2025
Q1 		$5.12K Buy
51
+38
+292% +$3.66K ﹤0.01% 683
2024
Q4 		$1.16K Buy
13
+3
+30% +$269 ﹤0.01% 891
2024
Q3 		$875 Buy
10
+5
+100% +$401 ﹤0.01% 1004
2024
Q2 		$356 Sell
5
-1
-17% -$73 ﹤0.01% 698
2024
Q1 		$444 Buy
6
+3
+100% +$213 ﹤0.01% 647
2023
Q4 		$218 Hold
3
– – ﹤0.01% 663
2023
Q3 		$225 Hold
3
– – ﹤0.01% 616
2023
Q2 		$246 Hold
3
– – ﹤0.01% 620
2023
Q1 		$260 Hold
3
– – ﹤0.01% 678
2022
Q4 		$267 Buy
+3
New +$252 ﹤0.01% 610

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 $3.37T AUM 44.26% 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

True Wealth Design's AEE Position: Q2 2026 in Review

True Wealth Design increased its Ameren (AEE) stake by 28% in Q2 2026, buying an estimated $6.63K and bringing the position to 277 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #663.

True Wealth Design first reported a position in AEE in Q4 2022 and has held it in 15 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • True Wealth Design held 277 shares of Ameren worth $31.3K as of Q2 2026.
  • True Wealth Design bought 60 Ameren shares in Q2 2026, an estimated $6.63K.
  • Ameren made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #663 holding.
  • True Wealth Design first reported a position in Ameren in Q4 2022 and has held it in 15 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.