Pinnacle Wealth Planning Services’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
$3.19K Buy
29
+6
+26% +$642 ﹤0.01% 2353
2025
Q4
$2.3K Buy
+23
New +$2.36K ﹤0.01% 2452
2021
Q1
Sell
-414
Closed -$32K 369
2020
Q4
$32K Buy
+414
New +$33.2K 0.01% 973

Other funds holding AEE

Pinnacle Wealth Planning Services's AEE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ameren (AEE) stake by 26% in Q1 2026, buying an estimated $642 and bringing the position to 29 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Pinnacle Wealth Planning Services first reported a position in AEE in Q4 2020 and has held it in 3 quarters since. The position peaked at $32K in Q4 2020. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 29 shares of Ameren worth $3.19K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 6 Ameren shares in Q1 2026, an estimated $642.
  • Ameren made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2353 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ameren in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Ameren position peaked at $32K in Q4 2020.
  • 923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.