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Whipplewood Advisors’s Ameren AEE Stock Holding History

Whipplewood 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 		$4.41K Sell
39
-8
-17% -$884 ﹤0.01% 327
2026
Q1 		$5.17K Buy
47
+38
+422% +$4.06K ﹤0.01% 607
2025
Q4 		$899 Buy
+9
New +$923 ﹤0.01% 421
2025
Q3 		– Sell
-70
Closed -$6.72K – 310
2025
Q2 		$6.72K Sell
70
-2
-3% -$194 ﹤0.01% 639
2025
Q1 		$6.83K Buy
72
+3
+4% +$289 ﹤0.01% 636
2024
Q4 		$6.15K Buy
+69
New +$6.18K ﹤0.01% 648

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

Whipplewood Advisors's AEE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Ameren (AEE) stake by 17% in Q2 2026, selling an estimated $884 and leaving 39 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Whipplewood Advisors first reported a position in AEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.83K in Q1 2025. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Whipplewood Advisors held 39 shares of Ameren worth $4.41K as of Q2 2026.
  • Whipplewood Advisors sold 8 Ameren shares in Q2 2026, an estimated $884.
  • Ameren made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #327 holding.
  • Whipplewood Advisors first reported a position in Ameren in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Ameren position peaked at $6.83K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.