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WFA of San Diego’s Ameren AEE Stock Holding History

WFA of San Diego’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 		– Sell
-314
Closed -$34.5K – 99
2026
Q1 		$34.5K Hold
314
– – 0.03% 214
2025
Q4 		$31.3K Sell
314
-287
-48% -$29.4K 0.02% 234
2025
Q3 		$62.7K Hold
601
– – 0.04% 177
2025
Q2 		$57.7K Buy
+601
New +$58.3K 0.04% 186
2024
Q3 		$66.4K Hold
760
– – 0.06% 158
2024
Q2 		$54K Buy
+760
New +$55.3K 0.05% 172
2023
Q3 		$56.9K Hold
760
– – 0.06% 159
2023
Q2 		$62.1K Buy
+760
New +$65.1K 0.06% 151
2023
Q1 		– Sell
-860
Closed -$76.5K – 79
2022
Q4 		$76.5K Buy
+860
New +$72.3K 0.06% 154

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

WFA of San Diego's AEE Position: Q2 2026 in Review

WFA of San Diego sold out of Ameren (AEE) in Q2 2026, closing a stake of 314 shares — an estimated $34.5K sold.

WFA of San Diego first reported a position in AEE in Q4 2022 and held it in 9 quarters. The position peaked at $76.5K in Q4 2022. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • WFA of San Diego reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 314 Ameren shares in Q2 2026, an estimated $34.5K.
  • WFA of San Diego first reported a position in Ameren in Q4 2022 and held it in 9 quarters.
  • WFA of San Diego's Ameren position peaked at $76.5K in Q4 2022.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.