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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
Q2 		$705K Sell
6,239
-27
-0.4% -$2.98K 0.2% 27
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 $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

Wheelhouse Advisory Group's AEE Position: Q2 2026 in Review

Wheelhouse Advisory Group reduced its Ameren (AEE) stake by 0.43% in Q2 2026, selling an estimated $2.98K and leaving 6,239 shares worth $705K. The position accounts for 0.2% of the portfolio, ranked #27.

Wheelhouse Advisory Group first reported a position in AEE in Q2 2024 and has held it in 9 quarters since. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Wheelhouse Advisory Group held 6,239 shares of Ameren worth $705K as of Q2 2026.
  • Wheelhouse Advisory Group sold 27 Ameren shares in Q2 2026, an estimated $2.98K.
  • Ameren made up 0.2% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Wheelhouse Advisory Group first reported a position in Ameren in Q2 2024 and has held it in 9 quarters since.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.