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Everpar Advisors’s Ameren AEE Stock Holding History

Everpar Advisors’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 		$240K Buy
2,127
+223
+12% +$24.6K 0.07% 258
2026
Q1 		$209K Buy
+1,904
New +$204K 0.07% 273

Other funds holding AEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Everpar Advisors's AEE Position: Q2 2026 in Review

Everpar Advisors increased its Ameren (AEE) stake by 12% in Q2 2026, buying an estimated $24.6K and bringing the position to 2,127 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #258.

Everpar Advisors first reported a position in AEE in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Everpar Advisors held 2,127 shares of Ameren worth $240K as of Q2 2026.
  • Everpar Advisors bought 223 Ameren shares in Q2 2026, an estimated $24.6K.
  • Ameren made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #258 holding.
  • Everpar Advisors first reported a position in Ameren in Q1 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.