Lifeworks 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
Q1
$255K Buy
+2,317
New +$248K 0.03% 267

Other funds holding AEE

Lifeworks Advisors's AEE Position: Q1 2026 in Review

Lifeworks Advisors opened a new position in Ameren (AEE) in Q1 2026: 2,317 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

924 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Lifeworks Advisors held 2,317 shares of Ameren worth $255K as of Q1 2026.
  • Ameren was a new Lifeworks Advisors position in Q1 2026.
  • Ameren made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #267 holding.
  • 924 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.