Aventura Private Wealth’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$115K Hold
1,018
– – 0.04% 232
2026
Q1
$112K Sell
1,018
-82
-7% -$8.77K 0.04% 210
2025
Q4
$110K Sell
1,100
-59
-5% -$6.05K 0.04% 207
2025
Q3
$121K Sell
1,159
-18
-2% -$1.8K 0.04% 202
2025
Q2
$113K Sell
1,177
-187
-14% -$18.2K 0.05% 192
2025
Q1
$137K Hold
1,364
– – 0.07% 164
2024
Q4
$122K Buy
+1,364
New +$122K 0.07% 169

Other funds holding AEE

Aventura Private Wealth's AEE Position: Q2 2026 in Review

Aventura Private Wealth held its Ameren (AEE) position steady in Q2 2026 at 1,018 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #232.

Aventura Private Wealth first reported a position in AEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q1 2025. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Aventura Private Wealth held 1,018 shares of Ameren worth $115K as of Q2 2026.
  • Aventura Private Wealth left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #232 holding.
  • Aventura Private Wealth first reported a position in Ameren in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Ameren position peaked at $137K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.