Perigon 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
$256K Buy
2,573
+464
+22% +$50K ﹤0.01% 1241
2026
Q2
$238K Buy
+2,109
New +$233K ﹤0.01% 1267
2018
Q2
– Sell
-140
Closed -$8K – 237
2018
Q1
$8K Hold
140
– – ﹤0.01% 525
2017
Q4
$8K Hold
140
– – ﹤0.01% 502
2017
Q3
$8K Hold
140
– – ﹤0.01% 523
2017
Q2
$8K Hold
140
– – ﹤0.01% 505
2017
Q1
$8K Hold
140
– – ﹤0.01% 538
2016
Q4
$8K Hold
140
– – ﹤0.01% 582
2016
Q3
$7K Buy
+140
New +$7.14K ﹤0.01% 514

Other funds holding AEE

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

Perigon Wealth Management increased its Ameren (AEE) stake by 22% in Q3 2026, buying an estimated $50K and bringing the position to 2,573 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Perigon Wealth Management first reported a position in AEE in Q3 2016 and has held it in 9 quarters since. 205 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Perigon Wealth Management held 2,573 shares of Ameren worth $256K as of Q3 2026.
  • Perigon Wealth Management bought 464 Ameren shares in Q3 2026, an estimated $50K.
  • Ameren made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1241 holding.
  • Perigon Wealth Management first reported a position in Ameren in Q3 2016 and has held it in 9 quarters since.
  • 205 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.