HB Wealth Management’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.29M Buy
11,438
+4,183
+58% +$462K 0.01% 635
2026
Q1
$798K Buy
7,255
+1,895
+35% +$203K 0.01% 760
2025
Q4
$535K Buy
5,360
+1,050
+24% +$108K ﹤0.01% 879
2025
Q3
$450K Sell
4,310
-69
-2% -$6.89K ﹤0.01% 908
2025
Q2
$421K Buy
4,379
+269
+7% +$26.1K ﹤0.01% 807
2025
Q1
$413K Buy
4,110
+198
+5% +$19.1K ﹤0.01% 830
2024
Q4
$349K Buy
3,912
+490
+14% +$43.9K ﹤0.01% 758
2024
Q3
$299K Buy
+3,422
New +$274K ﹤0.01% 760
2023
Q4
Sell
-2,744
Closed -$205K 788
2023
Q3
$205K Buy
+2,744
New +$224K ﹤0.01% 705

Other funds holding AEE

HB Wealth Management's AEE Position: Q2 2026 in Review

HB Wealth Management increased its Ameren (AEE) stake by 58% in Q2 2026, buying an estimated $462K and bringing the position to 11,438 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #635.

HB Wealth Management first reported a position in AEE in Q3 2023 and has held it in 9 quarters since. 944 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • HB Wealth Management held 11,438 shares of Ameren worth $1.29M as of Q2 2026.
  • HB Wealth Management bought 4,183 Ameren shares in Q2 2026, an estimated $462K.
  • Ameren made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #635 holding.
  • HB Wealth Management first reported a position in Ameren in Q3 2023 and has held it in 9 quarters since.
  • 944 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.