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Valeo Financial Advisors’s Ameren AEE Stock Holding History

Valeo Financial Advisors’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 		$217K Buy
2,188
+173
+9% +$18.7K ﹤0.01% 750
2026
Q2 		$228K Buy
+2,015
New +$223K ﹤0.01% 723
2026
Q1 		– Sell
-2,978
Closed -$297K – 760
2025
Q4 		$297K Buy
2,978
+245
+9% +$25.1K 0.01% 628
2025
Q3 		$285K Buy
2,733
+23
+0.8% +$2.3K 0.01% 625
2025
Q2 		$260K Buy
2,710
+54
+2% +$5.24K 0.01% 621
2025
Q1 		$267K Sell
2,656
-18
-0.7% -$1.73K 0.01% 558
2024
Q4 		$238K Buy
+2,674
New +$239K 0.01% 614
2021
Q2 		– Sell
-617
Closed -$50K – 540
2021
Q1 		$50K Sell
617
-3
-0.5% -$225 ﹤0.01% 867
2020
Q4 		$48K Buy
620
+17
+3% +$1.36K ﹤0.01% 789
2020
Q3 		$48K Sell
603
-43
-7% -$3.37K ﹤0.01% 680
2020
Q2 		$45K Buy
646
+25
+4% +$1.81K ﹤0.01% 768
2020
Q1 		$49K Buy
621
+18
+3% +$1.43K 0.01% 609
2019
Q4 		$46K Hold
603
– – ﹤0.01% 679
2019
Q3 		$48K Hold
603
– – 0.01% 611
2019
Q2 		$45K Sell
603
-30
-5% -$2.21K 0.01% 633
2019
Q1 		$47K Hold
633
– – 0.01% 568
2018
Q4 		$41K Sell
633
-27
-4% -$1.8K 0.01% 542
2018
Q3 		$43K Buy
660
+57
+9% +$3.59K 0.01% 578
2018
Q2 		$38K Buy
603
+585
+3,250% +$33.6K 0.01% 602
2018
Q1 		$1K Buy
+18
New +$996 ﹤0.01% 1394

Other funds holding AEE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's AEE Position: Q3 2026 in Review

Valeo Financial Advisors increased its Ameren (AEE) stake by 8.6% in Q3 2026, buying an estimated $18.7K and bringing the position to 2,188 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Valeo Financial Advisors first reported a position in AEE in Q1 2018 and has held it in 20 quarters since. The position peaked at $297K in Q4 2025. 28 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

  • Valeo Financial Advisors held 2,188 shares of Ameren worth $217K as of Q3 2026.
  • Valeo Financial Advisors bought 173 Ameren shares in Q3 2026, an estimated $18.7K.
  • Ameren made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #750 holding.
  • Valeo Financial Advisors first reported a position in Ameren in Q1 2018 and has held it in 20 quarters since.
  • Valeo Financial Advisors's Ameren position peaked at $297K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.