WAG
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Wheelhouse Advisory Group’s Ameren AEE Stock Holding History

Wheelhouse Advisory Group’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 		$689K Buy
6,266
+18
+0.3% +$1.93K 0.23% 24
2025
Q4 		$629K Buy
6,248
+195
+3% +$20K 0.24% 26
2025
Q3 		$632K Buy
6,053
+176
+3% +$17.6K 0.27% 25
2025
Q2 		$564K Sell
5,877
-788
-12% -$76.5K 0.28% 27
2025
Q1 		$669K Sell
6,665
-840
-11% -$80.9K 0.38% 23
2024
Q4 		$669K Buy
7,505
+9
+0.1% +$806 0.4% 24
2024
Q3 		$656K Sell
7,496
-1,441
-16% -$115K 0.42% 23
2024
Q2 		$639K Buy
+8,937
New +$650K 0.45% 22

Other funds holding AEE

BlackRock
BlackRock New York $5.7T 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 $431B 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