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Wagner Wealth Management (South Carolina)’s Ameren AEE Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$395K Buy
3,492
+22
+0.6% +$2.43K 0.07% 104
2026
Q1 		$381K Buy
3,470
+22
+0.6% +$2.35K 0.08% 89
2025
Q4 		$344K Buy
3,448
+233
+7% +$23.9K 0.07% 97
2025
Q3 		$336K Buy
+3,215
New +$321K 0.08% 91

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

Wagner Wealth Management (South Carolina)'s AEE Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Ameren (AEE) stake by 0.63% in Q2 2026, buying an estimated $2.43K and bringing the position to 3,492 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #104.

Wagner Wealth Management (South Carolina) first reported a position in AEE in Q3 2025 and has held it in 4 quarters since. 942 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 3,492 shares of Ameren worth $395K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 22 Ameren shares in Q2 2026, an estimated $2.43K.
  • Ameren made up 0.07% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #104 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Ameren in Q3 2025 and has held it in 4 quarters since.
  • 942 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.