GA
AEE icon

GoalVest Advisory’s Ameren AEE Stock Holding History

GoalVest Advisory’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 		$2.09K Buy
+21
New +$2.27K ﹤0.01% 650
2023
Q1 		– Sell
-458
Closed -$40.7K – 255
2022
Q4 		$40.7K Buy
+458
New +$38.5K 0.03% 115

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
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 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

GoalVest Advisory's AEE Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Ameren (AEE) in Q3 2026: 21 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in AEE as recently as Q4 2022.

GoalVest Advisory first reported a position in AEE in Q4 2022 and has held it in 2 quarters since. The position peaked at $40.7K in Q4 2022. 35 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • GoalVest Advisory held 21 shares of Ameren worth $2.09K as of Q3 2026.
  • Ameren was a new GoalVest Advisory position in Q3 2026.
  • Ameren made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #650 holding.
  • GoalVest Advisory first reported a position in Ameren in Q4 2022 and has held it in 2 quarters since.
  • GoalVest Advisory's Ameren position peaked at $40.7K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.