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Wellspring Financial Advisors’s Ameren AEE Stock Holding History

Wellspring 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
Q2 		$708K Hold
6,259
– – 0.05% 135
2026
Q1 		$688K Buy
6,259
+138
+2% +$14.8K 0.05% 132
2025
Q4 		$611K Buy
+6,121
New +$628K 0.05% 131

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

Wellspring Financial Advisors's AEE Position: Q2 2026 in Review

Wellspring Financial Advisors held its Ameren (AEE) position steady in Q2 2026 at 6,259 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #135.

Wellspring Financial Advisors first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Wellspring Financial Advisors held 6,259 shares of Ameren worth $708K as of Q2 2026.
  • Wellspring Financial Advisors left its Ameren share count unchanged in Q2 2026.
  • Ameren made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • Wellspring Financial Advisors first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.