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Wilkerson Advisory Group’s Ameren AEE Stock Holding History

Wilkerson 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 		$248K Buy
2,190
+3
+0.1% +$332 0.08% 87
2026
Q1 		$240K Buy
2,187
+1,054
+93% +$113K 0.08% 87
2025
Q4 		$113K Buy
+1,133
New +$116K 0.04% 117

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 $3.37T AUM 44.26% 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

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

Wilkerson Advisory Group increased its Ameren (AEE) stake by 0.14% in Q2 2026, buying an estimated $332 and bringing the position to 2,190 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #87.

Wilkerson Advisory Group first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Wilkerson Advisory Group held 2,190 shares of Ameren worth $248K as of Q2 2026.
  • Wilkerson Advisory Group bought 3 Ameren shares in Q2 2026, an estimated $332.
  • Ameren made up 0.08% of Wilkerson Advisory Group's portfolio in Q2 2026, its #87 holding.
  • Wilkerson Advisory Group first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.