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Wealthspire Advisors (New York)’s Ameren AEE Stock Holding History

Wealthspire Advisors (New York)’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 		$378K Sell
3,347
-114
-3% -$12.6K ﹤0.01% 907
2026
Q1 		$380K Sell
3,461
-583
-14% -$62.3K ﹤0.01% 659
2025
Q4 		$404K Buy
4,044
+2,069
+105% +$212K ﹤0.01% 686
2025
Q3 		$206K Sell
1,975
-1,138
-37% -$114K ﹤0.01% 782
2025
Q2 		$299K Buy
+3,113
New +$302K ﹤0.01% 664
2019
Q1 		– Sell
-48
Closed -$3K – 61
2018
Q4 		$3K Buy
+48
New +$3.2K ﹤0.01% 702

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

Wealthspire Advisors (New York)'s AEE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Ameren (AEE) stake by 3.3% in Q2 2026, selling an estimated $12.6K and leaving 3,347 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Wealthspire Advisors (New York) first reported a position in AEE in Q4 2018 and has held it in 6 quarters since. The position peaked at $404K in Q4 2025. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,347 shares of Ameren worth $378K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 114 Ameren shares in Q2 2026, an estimated $12.6K.
  • Ameren made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #907 holding.
  • Wealthspire Advisors (New York) first reported a position in Ameren in Q4 2018 and has held it in 6 quarters since.
  • Wealthspire Advisors (New York)'s Ameren position peaked at $404K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.