IAG Wealth Partners’s Ameren AEE Stock Holding History

IAG Wealth Partners’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	$101K	Hold	1,019	–	–	0.01%	169
2026 Q2	$115K	Hold	1,019	–	–	0.01%	161
2026 Q1	$112K	Hold	1,019	–	–	0.01%	160
2025 Q4	$102K	Hold	1,019	–	–	0.01%	158
2025 Q3	$106K	Hold	1,019	–	–	0.01%	154
2025 Q2	$97.9K	Hold	1,019	–	–	0.01%	152
2025 Q1	$102K	Buy	1,019 +476	+88%	+$45.8K	0.02%	140
2024 Q4	$48.4K	Hold	543	–	–	0.01%	195
2024 Q3	$47.5K	Hold	543	–	–	0.01%	189
2024 Q2	$38.6K	Sell	543 -147	-21%	-$10.7K	0.01%	203
2024 Q1	$51K	Hold	690	–	–	0.01%	165
2023 Q4	$49.9K	Hold	690	–	–	0.01%	158
2023 Q3	$51.6K	Hold	690	–	–	0.01%	151
2023 Q2	$56.4K	Hold	690	–	–	0.01%	154
2023 Q1	$59.6K	Sell	690 -103	-13%	-$8.82K	0.02%	133
2022 Q4	$70.5K	Hold	793	–	–	0.02%	116
2022 Q3	$64K	Hold	793	–	–	0.02%	107
2022 Q2	$72K	Hold	793	–	–	0.02%	104
2022 Q1	$74K	Hold	793	–	–	0.02%	108
2021 Q4	$71K	Sell	793 -50	-6%	-$4.25K	0.02%	111
2021 Q3	$69K	Sell	843 -103	-11%	-$8.79K	0.02%	106
2021 Q2	$76K	Buy	946 +300	+46%	+$25.1K	0.03%	93
2021 Q1	$53K	Buy	646 +480	+289%	+$36K	0.02%	108
2020 Q4	$13K	Hold	166	–	–	0.01%	208
2020 Q3	$14K	Hold	166	–	–	0.01%	186
2020 Q2	$12K	Hold	166	–	–	0.01%	198
2020 Q1	$13K	Hold	166	–	–	0.01%	174
2019 Q4	$13K	Buy	+166	New	+$12.6K	0.01%	220

Other funds holding AEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IAG Wealth Partners's AEE Position: Q3 2026 in Review

IAG Wealth Partners held its Ameren (AEE) position steady in Q3 2026 at 1,019 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #169.

IAG Wealth Partners first reported a position in AEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $115K in Q2 2026. 492 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

IAG Wealth Partners held 1,019 shares of Ameren worth $101K as of Q3 2026.
IAG Wealth Partners left its Ameren share count unchanged in Q3 2026.
Ameren made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #169 holding.
IAG Wealth Partners first reported a position in Ameren in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's Ameren position peaked at $115K in Q2 2026.
492 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.