Kestra Advisory Services
AEE icon

Kestra Advisory Services’s Ameren AEE Stock Holding History

Kestra Advisory Services’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 		$1.5M Buy
15,090
+3,702
+33% +$399K ﹤0.01% 1664
2026
Q2 		$1.29M Sell
11,388
-1,942
-15% -$215K ﹤0.01% 1645
2026
Q1 		$1.47M Sell
13,330
-5,665
-30% -$606K 0.01% 1486
2025
Q4 		$1.9M Buy
18,995
+235
+1% +$24.1K 0.01% 1243
2025
Q3 		$1.96M Buy
18,760
+1,258
+7% +$126K 0.01% 1162
2025
Q2 		$1.68M Buy
17,502
+167
+1% +$16.2K 0.01% 1173
2025
Q1 		$1.74M Sell
17,335
-428
-2% -$41.2K 0.01% 1055
2024
Q4 		$1.58M Buy
17,763
+635
+4% +$56.9K 0.01% 1127
2024
Q3 		$1.5M Buy
17,128
+6,455
+60% +$517K 0.01% 1110
2024
Q2 		$759K Sell
10,673
-207
-2% -$15.1K ﹤0.01% 1496
2024
Q1 		$805K Buy
10,880
+1,224
+13% +$87.1K 0.01% 1379
2023
Q4 		$699K Buy
9,656
+942
+11% +$71.6K 0.01% 1327
2023
Q3 		$652K Buy
8,714
+1,771
+26% +$144K 0.01% 1221
2023
Q2 		$567K Buy
6,943
+128
+2% +$11K 0.01% 1267
2023
Q1 		$589K Sell
6,815
-3,796
-36% -$325K 0.01% 1195
2022
Q4 		$944K Sell
10,611
-863
-8% -$72.5K 0.01% 1079
2022
Q3 		$924K Buy
11,474
+551
+5% +$50.3K 0.01% 1003
2022
Q2 		$987K Buy
10,923
+3,186
+41% +$295K 0.01% 977
2022
Q1 		$725K Sell
7,737
-361
-4% -$31.6K 0.01% 1094
2021
Q4 		$721K Buy
8,098
+155
+2% +$13.2K 0.01% 1125
2021
Q3 		$643K Sell
7,943
-200
-2% -$17.1K 0.01% 1252
2021
Q2 		$652K Buy
8,143
+56
+0.7% +$4.69K 0.01% 1146
2021
Q1 		$658K Sell
8,087
-8,360
-51% -$626K 0.01% 1061
2020
Q4 		$1.27M Buy
16,447
+16,343
+15,714% +$1.31M 0.01% 758
2020
Q3 		$575K Buy
+104
New +$8.16K 0.01% 826

Other funds holding AEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Advisory Services's AEE Position: Q3 2026 in Review

Kestra Advisory Services increased its Ameren (AEE) stake by 33% in Q3 2026, buying an estimated $399K and bringing the position to 15,090 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Kestra Advisory Services first reported a position in AEE in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q3 2025. 541 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Kestra Advisory Services held 15,090 shares of Ameren worth $1.5M as of Q3 2026.
  • Kestra Advisory Services bought 3,702 Ameren shares in Q3 2026, an estimated $399K.
  • Ameren made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1664 holding.
  • Kestra Advisory Services first reported a position in Ameren in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Ameren position peaked at $1.96M in Q3 2025.
  • 541 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.