Heritage Wealth Advisors’s Ameren AEE Stock Holding History

Heritage Wealth 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	–	Sell	-408	Closed	-$44.8K	–	690
2026 Q1	$44.8K	Buy	+408	New	+$43.6K	﹤0.01%	346
2023 Q3	–	Sell	-410	Closed	-$33.5K	–	525
2023 Q2	$33.5K	Hold	410	–	–	﹤0.01%	363
2023 Q1	$35.4K	Hold	410	–	–	﹤0.01%	355
2022 Q4	$36.5K	Hold	410	–	–	﹤0.01%	358
2022 Q3	$33K	Hold	410	–	–	﹤0.01%	337
2022 Q2	$37K	Hold	410	–	–	﹤0.01%	351
2022 Q1	$38K	Hold	410	–	–	﹤0.01%	341
2021 Q4	$36K	Hold	410	–	–	﹤0.01%	356
2021 Q3	$33.2K	Hold	410	–	–	﹤0.01%	355
2021 Q2	$32.8K	Hold	410	–	–	﹤0.01%	361
2021 Q1	$33.4K	Hold	410	–	–	﹤0.01%	371
2020 Q4	$32K	Hold	410	–	–	﹤0.01%	363
2020 Q3	$32.4K	Hold	410	–	–	﹤0.01%	310
2020 Q2	$28.8K	Hold	410	–	–	﹤0.01%	298
2020 Q1	$29.9K	Hold	410	–	–	0.01%	284
2019 Q4	$31.5K	Hold	410	–	–	﹤0.01%	339
2019 Q3	$32K	Hold	410	–	–	﹤0.01%	315
2019 Q2	$30.8K	Hold	410	–	–	﹤0.01%	297
2019 Q1	$30.2K	Hold	410	–	–	0.01%	265
2018 Q4	$26K	Hold	410	–	–	0.01%	241
2018 Q3	$25K	Buy	+410	New	+$25.8K	﹤0.01%	251

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Heritage Wealth Advisors's AEE Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Ameren (AEE) in Q2 2026, closing a stake of 408 shares — an estimated $44.8K sold.

Heritage Wealth Advisors first reported a position in AEE in Q3 2018 and held it in 21 quarters. The position peaked at $44.8K in Q1 2026. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Heritage Wealth Advisors reported no remaining Ameren position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 408 Ameren shares in Q2 2026, an estimated $44.8K.
Heritage Wealth Advisors first reported a position in Ameren in Q3 2018 and held it in 21 quarters.
Heritage Wealth Advisors's Ameren position peaked at $44.8K in Q1 2026.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.