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United Capital Financial Advisors’s Ameren AEE Stock Holding History

United Capital Financial 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
2026
Q1 		$1.13M Buy
10,322
+2,088
+25% +$223K 0.01% 713
2025
Q4 		$822K Buy
8,234
+1,322
+19% +$136K 0.01% 802
2025
Q3 		$721K Buy
6,912
+116
+2% +$11.6K 0.01% 749
2025
Q2 		$653K Sell
6,796
-152
-2% -$14.8K 0.01% 721
2025
Q1 		$698K Buy
6,948
+383
+6% +$36.9K 0.01% 653
2024
Q4 		$585K Sell
6,565
-28
-0.4% -$2.51K ﹤0.01% 691
2024
Q3 		$577K Buy
6,593
+2,323
+54% +$186K ﹤0.01% 697
2024
Q2 		$304K Buy
4,270
+719
+20% +$52.3K ﹤0.01% 844
2024
Q1 		$263K Sell
3,551
-826
-19% -$58.7K ﹤0.01% 924
2023
Q4 		$317K Buy
+4,377
New +$333K ﹤0.01% 849
2023
Q3 		– Sell
-2,475
Closed -$202K – 835
2023
Q2 		$202K Sell
2,475
-56
-2% -$4.8K ﹤0.01% 855
2023
Q1 		$219K Sell
2,531
-152
-6% -$13K ﹤0.01% 904
2022
Q4 		$239K Sell
2,683
-48
-2% -$4.03K ﹤0.01% 938
2022
Q3 		$220K Sell
2,731
-1,182
-30% -$108K ﹤0.01% 987
2022
Q2 		$354K Buy
3,913
+1,065
+37% +$98.6K ﹤0.01% 894
2022
Q1 		$267K Buy
2,848
+175
+7% +$15.3K ﹤0.01% 1022
2021
Q4 		$238K Sell
2,673
-2
-0.1% -$170 ﹤0.01% 1095
2021
Q3 		$217K Sell
2,675
-5
-0.2% -$427 ﹤0.01% 1112
2021
Q2 		$215K Sell
2,680
-4,699
-64% -$393K ﹤0.01% 1139
2021
Q1 		$600K Sell
7,379
-64
-0.9% -$4.79K ﹤0.01% 803
2020
Q4 		$581K Buy
7,443
+73
+1% +$5.85K ﹤0.01% 812
2020
Q3 		$583K Buy
7,370
+5
+0.1% +$392 ﹤0.01% 795
2020
Q2 		$518K Sell
7,365
-96
-1% -$6.96K ﹤0.01% 853
2020
Q1 		$543K Sell
7,461
-794
-10% -$63K ﹤0.01% 785
2019
Q4 		$634K Buy
8,255
+707
+9% +$53.7K ﹤0.01% 922
2019
Q3 		$604K Sell
7,548
-9,645
-56% -$740K ﹤0.01% 892
2019
Q2 		$1.29M Buy
17,193
+18
+0.1% +$1.33K 0.01% 733
2019
Q1 		$1.26M Buy
17,175
+138
+0.8% +$9.62K 0.01% 714
2018
Q4 		$1.11M Buy
17,037
+8,850
+108% +$590K 0.01% 685
2018
Q3 		$518K Sell
8,187
-86
-1% -$5.42K ﹤0.01% 962
2018
Q2 		$503K Sell
8,273
-647
-7% -$37.2K ﹤0.01% 942
2018
Q1 		$505K Sell
8,920
-301
-3% -$16.7K ﹤0.01% 953
2017
Q4 		$545K Buy
9,221
+148
+2% +$9.09K ﹤0.01% 938
2017
Q3 		$525K Buy
9,073
+343
+4% +$19.8K ﹤0.01% 943
2017
Q2 		$477K Buy
8,730
+526
+6% +$29.2K ﹤0.01% 933
2017
Q1 		$448K Sell
8,204
-750
-8% -$40.1K ﹤0.01% 936
2016
Q4 		$470K Sell
8,954
-43
-0.5% -$2.13K ﹤0.01% 951
2016
Q3 		$442K Sell
8,997
-244
-3% -$12.5K ﹤0.01% 994
2016
Q2 		$499K Buy
9,241
+100
+1% +$4.92K 0.01% 915
2016
Q1 		$458K Sell
9,141
-1,592
-15% -$73.5K 0.01% 902
2015
Q4 		$464K Sell
10,733
-360
-3% -$15.6K 0.01% 906
2015
Q3 		$469K Sell
11,093
-259
-2% -$10.4K 0.01% 912
2015
Q2 		$428K Sell
11,352
-134
-1% -$5.38K 0.01% 966
2015
Q1 		$470K Buy
11,486
+6,927
+152% +$301K 0.01% 912
2014
Q4 		$210K Buy
+4,559
New +$194K ﹤0.01% 1088

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

United Capital Financial Advisors's AEE Position: Q1 2026 in Review

United Capital Financial Advisors increased its Ameren (AEE) stake by 25% in Q1 2026, buying an estimated $223K and bringing the position to 10,322 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #713.

United Capital Financial Advisors first reported a position in AEE in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.29M in Q2 2019. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • United Capital Financial Advisors held 10,322 shares of Ameren worth $1.13M as of Q1 2026.
  • United Capital Financial Advisors bought 2,088 Ameren shares in Q1 2026, an estimated $223K.
  • Ameren made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #713 holding.
  • United Capital Financial Advisors first reported a position in Ameren in Q4 2014 and has held it in 45 quarters since.
  • United Capital Financial Advisors's Ameren position peaked at $1.29M in Q2 2019.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.