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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
Q2 		$657K Buy
5,816
+288
+5% +$31.8K ﹤0.01% 1053
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's AEE Position: Q2 2026 in Review

Waverly Advisors increased its Ameren (AEE) stake by 5.2% in Q2 2026, buying an estimated $31.8K and bringing the position to 5,816 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Waverly Advisors first reported a position in AEE in Q3 2015 and has held it in 7 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Waverly Advisors held 5,816 shares of Ameren worth $657K as of Q2 2026.
  • Waverly Advisors bought 288 Ameren shares in Q2 2026, an estimated $31.8K.
  • Ameren made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1053 holding.
  • Waverly Advisors first reported a position in Ameren in Q3 2015 and has held it in 7 quarters since.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.