Kellett 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
$204K Buy
+1,805
New +$199K 0.1% 95

Other funds holding AEE

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

Kellett Wealth Advisors opened a new position in Ameren (AEE) in Q2 2026: 1,805 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings.

263 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Kellett Wealth Advisors held 1,805 shares of Ameren worth $204K as of Q2 2026.
  • Ameren was a new Kellett Wealth Advisors position in Q2 2026.
  • Ameren made up 0.1% of Kellett Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • 263 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.