Mindset Wealth Management’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$307K Hold
3,087
– – 0.05% 138
2026
Q2
$349K Hold
3,087
– – 0.07% 123
2026
Q1
$339K Hold
3,087
– – 0.09% 115
2025
Q4
$308K Hold
3,087
– – 0.08% 126
2025
Q3
$322K Hold
3,087
– – 0.09% 112
2025
Q2
$296K Hold
3,087
– – 0.1% 115
2025
Q1
$310K Sell
3,087
-78
-2% -$7.51K 0.12% 94
2024
Q4
$282K Hold
3,165
– – 0.1% 100
2024
Q3
$277K Buy
+3,165
New +$254K 0.11% 98

Other funds holding AEE

Mindset Wealth Management's AEE Position: Q3 2026 in Review

Mindset Wealth Management held its Ameren (AEE) position steady in Q3 2026 at 3,087 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #138.

Mindset Wealth Management first reported a position in AEE in Q3 2024 and has held it in 9 quarters since. The position peaked at $349K in Q2 2026. 189 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Mindset Wealth Management held 3,087 shares of Ameren worth $307K as of Q3 2026.
  • Mindset Wealth Management left its Ameren share count unchanged in Q3 2026.
  • Ameren made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Mindset Wealth Management first reported a position in Ameren in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Ameren position peaked at $349K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.