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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Elevation Wealth Partners's AEE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Ameren (AEE) stake by 89% in Q2 2026, buying an estimated $44.5K and bringing the position to 854 shares worth $96.5K. The position accounts for 0.03% of the portfolio, ranked #198.

Elevation Wealth Partners first reported a position in AEE in Q1 2023 and has held it in 14 quarters since. 321 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Elevation Wealth Partners held 854 shares of Ameren worth $96.5K as of Q2 2026.
  • Elevation Wealth Partners bought 403 Ameren shares in Q2 2026, an estimated $44.5K.
  • Ameren made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Elevation Wealth Partners first reported a position in Ameren in Q1 2023 and has held it in 14 quarters since.
  • 321 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.