Avidian Wealth Enterprises’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
$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

Avidian Wealth Enterprises's AEE Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Ameren (AEE) stake by 1.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 8,088 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #342.

Avidian Wealth Enterprises first reported a position in AEE in Q3 2020 and has held it in 24 quarters since. 944 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Avidian Wealth Enterprises held 8,088 shares of Ameren worth $914K as of Q2 2026.
  • Avidian Wealth Enterprises bought 116 Ameren shares in Q2 2026, an estimated $12.8K.
  • Ameren made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #342 holding.
  • Avidian Wealth Enterprises first reported a position in Ameren in Q3 2020 and has held it in 24 quarters since.
  • 944 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.