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Wealthquest’s Ameren AEE Stock Holding History

Wealthquest’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
Q2 		$269K Buy
2,384
+279
+13% +$30.8K 0.02% 146
2026
Q1 		$231K Hold
2,105
– – 0.02% 136
2025
Q4 		$210K Buy
+2,105
New +$216K 0.02% 142
2025
Q3 		– Sell
-2,100
Closed -$202K – 49
2025
Q2 		$202K Hold
2,100
– – 0.02% 135
2025
Q1 		$211K Buy
+2,100
New +$202K 0.02% 128

Other funds holding AEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthquest's AEE Position: Q2 2026 in Review

Wealthquest increased its Ameren (AEE) stake by 13% in Q2 2026, buying an estimated $30.8K and bringing the position to 2,384 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #146.

Wealthquest first reported a position in AEE in Q1 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Wealthquest held 2,384 shares of Ameren worth $269K as of Q2 2026.
  • Wealthquest bought 279 Ameren shares in Q2 2026, an estimated $30.8K.
  • Ameren made up 0.02% of Wealthquest's portfolio in Q2 2026, its #146 holding.
  • Wealthquest first reported a position in Ameren in Q1 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.