AWE
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Avidian Wealth Enterprises’s Ameren AEE Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$816K Buy
8,212
+124
+2% +$13.4K 0.02% 369
2026
Q2 		$914K Buy
8,088
+116
+1% +$12.8K 0.03% 342
2026
Q1 		$876K Buy
7,972
+19
+0.2% +$2.03K 0.03% 307
2025
Q4 		$794K Buy
7,953
+136
+2% +$13.9K 0.03% 271
2025
Q3 		$816K Buy
7,817
+168
+2% +$16.8K 0.03% 257
2025
Q2 		$735K Sell
7,649
-77
-1% -$7.47K 0.03% 255
2025
Q1 		$776K Buy
7,726
+61
+0.8% +$5.87K 0.03% 227
2024
Q4 		$683K Buy
7,665
+158
+2% +$14.2K 0.03% 240
2024
Q3 		$657K Buy
7,507
+68
+0.9% +$5.45K 0.03% 250
2024
Q2 		$529K Buy
7,439
+142
+2% +$10.3K 0.02% 284
2024
Q1 		$540K Buy
7,297
+55
+0.8% +$3.91K 0.03% 254
2023
Q4 		$524K Buy
7,242
+48
+0.7% +$3.65K 0.03% 258
2023
Q3 		$538K Buy
7,194
+66
+0.9% +$5.38K 0.04% 241
2023
Q2 		$582K Sell
7,128
-259
-4% -$22.2K 0.04% 244
2023
Q1 		$638K Buy
7,387
+121
+2% +$10.4K 0.04% 256
2022
Q4 		$646K Sell
7,266
-137
-2% -$11.5K 0.04% 239
2022
Q3 		$596K Sell
7,403
-11
-0.1% -$1K 0.04% 211
2022
Q2 		$670K Buy
7,414
+36
+0.5% +$3.33K 0.05% 221
2022
Q1 		$692K Buy
7,378
+123
+2% +$10.8K 0.04% 246
2021
Q4 		$646K Buy
7,255
+39
+0.5% +$3.31K 0.04% 256
2021
Q3 		$585K Buy
7,216
+155
+2% +$13.2K 0.04% 193
2021
Q2 		$565K Buy
7,061
+36
+0.5% +$3.01K 0.04% 197
2021
Q1 		$572K Buy
7,025
+34
+0.5% +$2.55K 0.05% 186
2020
Q4 		$546K Buy
6,991
+148
+2% +$11.9K 0.05% 170
2020
Q3 		$541K Buy
+6,843
New +$537K 0.06% 148

Other funds holding AEE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Avidian Wealth Enterprises's AEE Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Ameren (AEE) stake by 1.5% in Q3 2026, buying an estimated $13.4K and bringing the position to 8,212 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #369.

Avidian Wealth Enterprises first reported a position in AEE in Q3 2020 and has held it in 25 quarters since. The position peaked at $914K in Q2 2026. 28 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Avidian Wealth Enterprises held 8,212 shares of Ameren worth $816K as of Q3 2026.
  • Avidian Wealth Enterprises bought 124 Ameren shares in Q3 2026, an estimated $13.4K.
  • Ameren made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #369 holding.
  • Avidian Wealth Enterprises first reported a position in Ameren in Q3 2020 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's Ameren position peaked at $914K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.