Net Worth Advisory Group’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
$353K Buy
3,540
+56
+2% +$6.04K 0.09% 242
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

Net Worth Advisory Group's AEE Position: Q3 2026 in Review

Net Worth Advisory Group increased its Ameren (AEE) stake by 1.6% in Q3 2026, buying an estimated $6.04K and bringing the position to 3,540 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #242.

Net Worth Advisory Group first reported a position in AEE in Q1 2025 and has held it in 7 quarters since. The position peaked at $394K in Q2 2026. 205 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Net Worth Advisory Group held 3,540 shares of Ameren worth $353K as of Q3 2026.
  • Net Worth Advisory Group bought 56 Ameren shares in Q3 2026, an estimated $6.04K.
  • Ameren made up 0.09% of Net Worth Advisory Group's portfolio in Q3 2026, its #242 holding.
  • Net Worth Advisory Group first reported a position in Ameren in Q1 2025 and has held it in 7 quarters since.
  • Net Worth Advisory Group's Ameren position peaked at $394K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.