Plan Group Financial
AEE icon

Plan Group Financial’s Ameren AEE Stock Holding History

Plan Group Financial’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
Q3 		$258K Buy
2,426
+32
+1% +$3.45K 0.05% 198
2026
Q2 		$271K Hold
2,394
– – 0.06% 188
2026
Q1 		$263K Hold
2,394
– – 0.06% 185
2025
Q4 		$239K Hold
2,394
– – 0.06% 176
2025
Q3 		$250K Buy
+2,394
New +$239K 0.07% 156

Other funds holding AEE

UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Plan Group Financial's AEE Position: Q3 2026 in Review

Plan Group Financial increased its Ameren (AEE) stake by 1.3% in Q3 2026, buying an estimated $3.45K and bringing the position to 2,426 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #198.

Plan Group Financial first reported a position in AEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $271K in Q2 2026. 205 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Plan Group Financial held 2,426 shares of Ameren worth $258K as of Q3 2026.
  • Plan Group Financial bought 32 Ameren shares in Q3 2026, an estimated $3.45K.
  • Ameren made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #198 holding.
  • Plan Group Financial first reported a position in Ameren in Q3 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Ameren position peaked at $271K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.