Kestra Private Wealth Services’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$740K Buy
6,731
+512
+8% +$54.7K 0.01% 998
2025
Q4
$621K Sell
6,219
-476
-7% -$48.8K 0.01% 1045
2025
Q3
$699K Buy
6,695
+1,691
+34% +$169K 0.01% 938
2025
Q2
$481K Sell
5,004
-422
-8% -$41K 0.01% 1055
2025
Q1
$545K Buy
5,426
+2,279
+72% +$219K 0.01% 921
2024
Q4
$281K Buy
3,147
+27
+0.9% +$2.42K ﹤0.01% 1162
2024
Q3
$273K Sell
3,120
-324
-9% -$26K 0.01% 1123
2024
Q2
$245K Sell
3,444
-14
-0.4% -$1.02K ﹤0.01% 1133
2024
Q1
$256K Buy
3,458
+345
+11% +$24.5K 0.01% 1075
2023
Q4
$225K Sell
3,113
-128
-4% -$9.74K 0.01% 1060
2023
Q3
$243K Sell
3,241
-117
-3% -$9.54K 0.01% 960
2023
Q2
$274K Buy
3,358
+87
+3% +$7.45K 0.01% 849
2023
Q1
$283K Buy
3,271
+27
+0.8% +$2.31K 0.01% 804
2022
Q4
$288K Sell
3,244
-288
-8% -$24.2K 0.01% 684
2022
Q3
$284K Buy
3,532
+145
+4% +$13.2K 0.02% 674
2022
Q2
$306K Hold
3,387
0.02% 652
2022
Q1
$318K Sell
3,387
-2,099
-38% -$184K 0.02% 724
2021
Q4
$488K Hold
5,486
0.02% 599
2021
Q3
$444K Sell
5,486
-259
-5% -$22.1K 0.02% 572
2021
Q2
$460K Sell
5,745
-1
-0% -$84 0.03% 531
2021
Q1
$467K Buy
5,746
+1,960
+52% +$147K 0.03% 467
2020
Q4
$291K Buy
3,786
+1,159
+44% +$92.9K 0.02% 572
2020
Q3
$208K Buy
+2,627
New +$206K 0.02% 591

Other funds holding AEE

Kestra Private Wealth Services's AEE Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Ameren (AEE) stake by 8.2% in Q1 2026, buying an estimated $54.7K and bringing the position to 6,731 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #998.

Kestra Private Wealth Services first reported a position in AEE in Q3 2020 and has held it in 23 quarters since. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Kestra Private Wealth Services held 6,731 shares of Ameren worth $740K as of Q1 2026.
  • Kestra Private Wealth Services bought 512 Ameren shares in Q1 2026, an estimated $54.7K.
  • Ameren made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #998 holding.
  • Kestra Private Wealth Services first reported a position in Ameren in Q3 2020 and has held it in 23 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.