JFS Wealth Advisors’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 | $11.9K | Sell |
105
-1
| -0.9% | -$111 | ﹤0.01% | 943 |
|
|
2026
Q1 | $11.7K | Sell |
106
-39
| -27% | -$4.17K | ﹤0.01% | 896 |
|
|
2025
Q4 | $14.5K | Buy |
145
+43
| +42% | +$4.41K | ﹤0.01% | 857 |
|
|
2025
Q3 | $10.6K | Sell |
102
-3
| -3% | -$299 | ﹤0.01% | 880 |
|
|
2025
Q2 | $10.1K | Sell |
105
-4
| -4% | -$388 | ﹤0.01% | 864 |
|
|
2025
Q1 | $10.9K | Buy |
109
+19
| +21% | +$1.83K | ﹤0.01% | 853 |
|
|
2024
Q4 | $8.02K | Buy |
90
+6
| +7% | +$537 | ﹤0.01% | 930 |
|
|
2024
Q3 | $7.35K | Buy |
84
+25
| +42% | +$2K | ﹤0.01% | 962 |
|
|
2024
Q2 | $4.2K | Sell |
59
-2
| -3% | -$145 | ﹤0.01% | 1133 |
|
|
2024
Q1 | $4.51K | Sell |
61
-15
| -20% | -$1.07K | ﹤0.01% | 1138 |
|
|
2023
Q4 | $5.5K | Buy |
76
+46
| +153% | +$3.5K | ﹤0.01% | 1017 |
|
|
2023
Q3 | $2.25K | Sell |
30
-37
| -55% | -$3.02K | ﹤0.01% | 1317 |
|
|
2023
Q2 | $5.47K | Hold |
67
| – | – | ﹤0.01% | 961 |
|
|
2023
Q1 | $5.79K | Sell |
67
-5
| -7% | -$428 | ﹤0.01% | 930 |
|
|
2022
Q4 | $6.4K | Sell |
72
-8
| -10% | -$672 | ﹤0.01% | 893 |
|
|
2022
Q3 | $6K | Sell |
80
-18
| -18% | -$1.64K | ﹤0.01% | 890 |
|
|
2022
Q2 | $9K | Buy |
98
+38
| +63% | +$3.52K | ﹤0.01% | 778 |
|
|
2022
Q1 | $6K | Buy |
60
+38
| +173% | +$3.33K | ﹤0.01% | 946 |
|
|
2021
Q4 | $2K | Buy |
+22
| New | +$1.87K | ﹤0.01% | 1014 |
|
|
2019
Q4 | – | Sell |
-378
| Closed | -$30K | – | 511 |
|
|
2019
Q3 | $30K | Buy |
378
+2
| +0.5% | +$154 | 0.01% | 270 |
|
|
2019
Q2 | $28K | Buy |
376
+3
| +0.8% | +$221 | 0.01% | 279 |
|
|
2019
Q1 | $27K | Buy |
373
+2
| +0.5% | +$139 | 0.01% | 265 |
|
|
2018
Q4 | $24K | Buy |
371
+3
| +0.8% | +$200 | 0.01% | 274 |
|
|
2018
Q3 | $23K | Buy |
368
+2
| +0.5% | +$126 | 0.01% | 309 |
|
|
2018
Q2 | $22K | Buy |
366
+3
| +0.8% | +$172 | 0.01% | 302 |
|
|
2018
Q1 | $21K | Buy |
363
+3
| +0.8% | +$166 | 0.01% | 309 |
|
|
2017
Q4 | $21K | Buy |
360
+3
| +0.8% | +$184 | 0.01% | 327 |
|
|
2017
Q3 | $21K | Buy |
357
+3
| +0.8% | +$173 | 0.01% | 311 |
|
|
2017
Q2 | $19K | Buy |
354
+5
| +1% | +$278 | 0.01% | 303 |
|
|
2017
Q1 | $18K | Hold |
349
| – | – | ﹤0.01% | 314 |
|
|
2016
Q4 | $18K | Buy |
349
+3
| +0.9% | +$149 | ﹤0.01% | 314 |
|
|
2016
Q3 | $17K | Buy |
346
+3
| +0.9% | +$153 | ﹤0.01% | 340 |
|
|
2016
Q2 | $18K | Buy |
343
+3
| +0.9% | +$147 | 0.01% | 336 |
|
|
2016
Q1 | $17K | Buy |
340
+3
| +0.9% | +$138 | 0.01% | 334 |
|
|
2015
Q4 | $15K | Buy |
337
+3
| +0.9% | +$130 | ﹤0.01% | 352 |
|
|
2015
Q3 | $14K | Buy |
334
+3
| +0.9% | +$121 | 0.01% | 304 |
|
|
2015
Q2 | $12K | Buy |
331
+4
| +1% | +$161 | 0.01% | 344 |
|
|
2015
Q1 | $14K | Buy |
327
+3
| +0.9% | +$131 | 0.01% | 316 |
|
|
2014
Q4 | $15K | Buy |
324
+3
| +0.9% | +$128 | ﹤0.01% | 317 |
|
|
2014
Q3 | $12K | Buy |
+321
| New | +$12.6K | ﹤0.01% | 316 |
|
Other funds holding AEE
JT
JFS Wealth Advisors's AEE Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Ameren (AEE) stake by 0.94% in Q2 2026, selling an estimated $111 and leaving 105 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #943.
JFS Wealth Advisors first reported a position in AEE in Q3 2014 and has held it in 40 quarters since. The position peaked at $30K in Q3 2019. 946 funds tracked by Wall St. Rank hold AEE as of Q2 2026.
- JFS Wealth Advisors held 105 shares of Ameren worth $11.9K as of Q2 2026.
- JFS Wealth Advisors sold 1 Ameren share in Q2 2026, an estimated $111.
- Ameren made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #943 holding.
- JFS Wealth Advisors first reported a position in Ameren in Q3 2014 and has held it in 40 quarters since.
- JFS Wealth Advisors's Ameren position peaked at $30K in Q3 2019.
- 946 funds tracked by Wall St. Rank held Ameren as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.