Turning Point Benefit Group’s Ameren AEE Stock Holding History

Turning Point Benefit Group’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	-4	Closed	-$399	–	113
2025 Q4	$399	Hold	4	–	–	﹤0.01%	674
2025 Q3	$413	Buy	+4	New	+$399	﹤0.01%	533

Other funds holding AEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Turning Point Benefit Group's AEE Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Ameren (AEE) in Q1 2026, closing a stake of 4 shares — an estimated $399 sold.

Turning Point Benefit Group first reported a position in AEE in Q3 2025 and held it in 2 quarters. The position peaked at $413 in Q3 2025. 931 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Turning Point Benefit Group reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 4 Ameren shares in Q1 2026, an estimated $399.
Turning Point Benefit Group first reported a position in Ameren in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Ameren position peaked at $413 in Q3 2025.
931 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.