J.W. Cole Advisors’s Ameren AEE Stock Holding History

J.W. Cole 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	$1.07M	Buy	9,488 +26	+0.3%	+$2.87K	0.02%	733
2026 Q1	$1.04M	Sell	9,462 -952	-9%	-$102K	0.04%	367
2025 Q4	$903K	Sell	10,414 -117	-1%	-$12K	0.02%	664
2025 Q3	$1.1M	Buy	10,531 +616	+6%	+$61.5K	0.02%	681
2025 Q2	$952K	Buy	9,915 +983	+11%	+$95.4K	0.02%	688
2025 Q1	$897K	Buy	+8,932	New	+$860K	0.03%	576
2020 Q4	–	Sell	-7,355	Closed	-$582K	–	633
2020 Q3	$582K	Buy	+7,355	New	+$577K	0.04%	381

Other funds holding AEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Milford Funds Auckland $6.14B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

J.W. Cole Advisors's AEE Position: Q2 2026 in Review

J.W. Cole Advisors increased its Ameren (AEE) stake by 0.27% in Q2 2026, buying an estimated $2.87K and bringing the position to 9,488 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #733.

J.W. Cole Advisors first reported a position in AEE in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2025. 355 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

J.W. Cole Advisors held 9,488 shares of Ameren worth $1.07M as of Q2 2026.
J.W. Cole Advisors bought 26 Ameren shares in Q2 2026, an estimated $2.87K.
Ameren made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #733 holding.
J.W. Cole Advisors first reported a position in Ameren in Q3 2020 and has held it in 7 quarters since.
J.W. Cole Advisors's Ameren position peaked at $1.1M in Q3 2025.
355 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.