Acumen Wealth Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-225
Closed -$22.5K 445
2025
Q4
$22.5K Buy
+225
New +$23.1K 0.01% 205

Other funds holding AEE

Acumen Wealth Advisors's AEE Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Ameren (AEE) in Q1 2026, closing a stake of 225 shares — an estimated $22.5K sold.

Acumen Wealth Advisors first reported a position in AEE in Q4 2025 and held it in 1 quarter. The position peaked at $22.5K in Q4 2025. 928 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Ameren position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 225 Ameren shares in Q1 2026, an estimated $22.5K.
  • Acumen Wealth Advisors first reported a position in Ameren in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Ameren position peaked at $22.5K in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.