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Waverly Advisors’s Ameren AEE Stock Holding History

Waverly 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 		$608K Buy
5,528
+644
+13% +$68.9K ﹤0.01% 991
2025
Q4 		$488K Buy
4,884
+1,708
+54% +$175K ﹤0.01% 1026
2025
Q3 		$332K Buy
3,176
+146
+5% +$14.6K ﹤0.01% 998
2025
Q2 		$291K Buy
3,030
+209
+7% +$20.3K ﹤0.01% 980
2025
Q1 		$283K Buy
+2,821
New +$272K ﹤0.01% 935
2015
Q4 		– Sell
-438
Closed -$19K – 134
2015
Q3 		$19K Buy
+438
New +$17.6K 0.01% 277

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

Waverly Advisors's AEE Position: Q1 2026 in Review

Waverly Advisors increased its Ameren (AEE) stake by 13% in Q1 2026, buying an estimated $68.9K and bringing the position to 5,528 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Waverly Advisors first reported a position in AEE in Q3 2015 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Waverly Advisors held 5,528 shares of Ameren worth $608K as of Q1 2026.
  • Waverly Advisors bought 644 Ameren shares in Q1 2026, an estimated $68.9K.
  • Ameren made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #991 holding.
  • Waverly Advisors first reported a position in Ameren in Q3 2015 and has held it in 6 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

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