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Valeo Financial Advisors’s Ameren AEE Stock Holding History

Valeo 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
Q2 		$228K Buy
+2,015
New +$223K ﹤0.01% 723
2026
Q1 		– Sell
-2,978
Closed -$297K – 760
2025
Q4 		$297K Buy
2,978
+245
+9% +$25.1K 0.01% 628
2025
Q3 		$285K Buy
2,733
+23
+0.8% +$2.3K 0.01% 625
2025
Q2 		$260K Buy
2,710
+54
+2% +$5.24K 0.01% 621
2025
Q1 		$267K Sell
2,656
-18
-0.7% -$1.73K 0.01% 558
2024
Q4 		$238K Buy
+2,674
New +$239K 0.01% 614
2021
Q2 		– Sell
-617
Closed -$50K – 540
2021
Q1 		$50K Sell
617
-3
-0.5% -$225 ﹤0.01% 867
2020
Q4 		$48K Buy
620
+17
+3% +$1.36K ﹤0.01% 789
2020
Q3 		$48K Sell
603
-43
-7% -$3.37K ﹤0.01% 680
2020
Q2 		$45K Buy
646
+25
+4% +$1.81K ﹤0.01% 768
2020
Q1 		$49K Buy
621
+18
+3% +$1.43K 0.01% 609
2019
Q4 		$46K Hold
603
– – ﹤0.01% 679
2019
Q3 		$48K Hold
603
– – 0.01% 611
2019
Q2 		$45K Sell
603
-30
-5% -$2.21K 0.01% 633
2019
Q1 		$47K Hold
633
– – 0.01% 568
2018
Q4 		$41K Sell
633
-27
-4% -$1.8K 0.01% 542
2018
Q3 		$43K Buy
660
+57
+9% +$3.59K 0.01% 578
2018
Q2 		$38K Buy
603
+585
+3,250% +$33.6K 0.01% 602
2018
Q1 		$1K Buy
+18
New +$996 ﹤0.01% 1394

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

Valeo Financial Advisors's AEE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Ameren (AEE) in Q2 2026: 2,015 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in AEE as recently as Q4 2025.

Valeo Financial Advisors first reported a position in AEE in Q1 2018 and has held it in 19 quarters since. The position peaked at $297K in Q4 2025. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Valeo Financial Advisors held 2,015 shares of Ameren worth $228K as of Q2 2026.
  • Ameren was a new Valeo Financial Advisors position in Q2 2026.
  • Ameren made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #723 holding.
  • Valeo Financial Advisors first reported a position in Ameren in Q1 2018 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Ameren position peaked at $297K in Q4 2025.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.