EWP
AEE icon

Elevation Wealth Partners’s Ameren AEE Stock Holding History

Elevation Wealth Partners’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 		$67.5K Sell
679
-175
-20% -$18.9K 0.02% 292
2026
Q2 		$96.5K Buy
854
+403
+89% +$44.5K 0.03% 198
2026
Q1 		$49.6K Buy
451
+24
+6% +$2.57K 0.02% 244
2025
Q4 		$42.6K Buy
427
+11
+3% +$1.13K 0.02% 262
2025
Q3 		$43.4K Buy
416
+3
+0.7% +$299 0.02% 258
2025
Q2 		$39.7K Hold
413
– – 0.02% 260
2025
Q1 		$41.5K Hold
413
– – 0.02% 251
2024
Q4 		$36.8K Hold
413
– – 0.02% 261
2024
Q3 		$36.1K Sell
413
-42
-9% -$3.37K 0.02% 253
2024
Q2 		$32.4K Hold
455
– – 0.02% 254
2024
Q1 		$33.7K Sell
455
-151
-25% -$10.7K 0.02% 257
2023
Q4 		$45.3K Hold
606
– – 0.03% 217
2023
Q3 		$45.3K Hold
606
– – 0.04% 158
2023
Q2 		$49.5K Hold
606
– – 0.04% 156
2023
Q1 		$52.4K Buy
+606
New +$51.9K 0.05% 147

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Elevation Wealth Partners's AEE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Ameren (AEE) stake by 20% in Q3 2026, selling an estimated $18.9K and leaving 679 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #292.

Elevation Wealth Partners first reported a position in AEE in Q1 2023 and has held it in 15 quarters since. The position peaked at $96.5K in Q2 2026. 28 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Elevation Wealth Partners held 679 shares of Ameren worth $67.5K as of Q3 2026.
  • Elevation Wealth Partners sold 175 Ameren shares in Q3 2026, an estimated $18.9K.
  • Ameren made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #292 holding.
  • Elevation Wealth Partners first reported a position in Ameren in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Ameren position peaked at $96.5K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.