NWAG
AEE icon

Net Worth Advisory Group’s Ameren AEE Stock Holding History

Net Worth Advisory Group’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
Q2 		$394K Buy
3,484
+56
+2% +$6.19K 0.1% 211
2026
Q1 		$377K Buy
3,428
+646
+23% +$69.1K 0.08% 252
2025
Q4 		$278K Buy
2,782
+8
+0.3% +$820 0.06% 344
2025
Q3 		$289K Sell
2,774
-371
-12% -$37K 0.08% 291
2025
Q2 		$302K Buy
3,145
+128
+4% +$12.4K 0.07% 308
2025
Q1 		$303K Buy
+3,017
New +$290K 0.1% 252

Other funds holding AEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Net Worth Advisory Group's AEE Position: Q2 2026 in Review

Net Worth Advisory Group increased its Ameren (AEE) stake by 1.6% in Q2 2026, buying an estimated $6.19K and bringing the position to 3,484 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #211.

Net Worth Advisory Group first reported a position in AEE in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Net Worth Advisory Group held 3,484 shares of Ameren worth $394K as of Q2 2026.
  • Net Worth Advisory Group bought 56 Ameren shares in Q2 2026, an estimated $6.19K.
  • Ameren made up 0.1% of Net Worth Advisory Group's portfolio in Q2 2026, its #211 holding.
  • Net Worth Advisory Group first reported a position in Ameren in Q1 2025 and has held it in 6 quarters since.
  • 164 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.