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Fortitude Advisory Group’s Ameren AEE Stock Holding History

Fortitude Advisory Group’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 		– Sell
-2,269
Closed -$249K – 239
2026
Q1 		$249K Buy
2,269
+93
+4% +$9.94K 0.11% 174
2025
Q4 		$217K Buy
+2,176
New +$223K 0.09% 184
2022
Q2 		– Sell
-752
Closed -$71K – 221
2022
Q1 		$71K Sell
752
-135
-15% -$11.8K 0.04% 428
2021
Q4 		$79K Buy
+887
New +$75.4K 0.04% 410

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

Fortitude Advisory Group's AEE Position: Q2 2026 in Review

Fortitude Advisory Group sold out of Ameren (AEE) in Q2 2026, closing a stake of 2,269 shares — an estimated $249K sold.

Fortitude Advisory Group first reported a position in AEE in Q4 2021 and held it in 4 quarters. The position peaked at $249K in Q1 2026. 317 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Fortitude Advisory Group reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,269 Ameren shares in Q2 2026, an estimated $249K.
  • Fortitude Advisory Group first reported a position in Ameren in Q4 2021 and held it in 4 quarters.
  • Fortitude Advisory Group's Ameren position peaked at $249K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.