아메렌 코퍼레이션
MX ˙ BMV ˙ US0236081024
SecurityMX:AEE / Ameren Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership408 shares
Latest Disclosed Value $ 44,847
Heritage Wealth Advisors ownership in AEE / Ameren Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 408 shares of Ameren Corporation (MX:AEE) valued at $44,847 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on December 12, 2024 disclosing 0 shares of Ameren Corporation.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Ameren COM 023608102 408 408 45 0.0018
2024-12-12 2023-09-30 13F/A-1 Ameren COM 023608102 0 -410 -100.00 0 -100.00
2023-11-08 2023-09-30 13F Ameren COM 023608102 0 -410 0
2024-12-12 2023-06-30 13F/A-1 Ameren COM 023608102 410 0 0.00 33 -5.71 0.0018
2023-08-09 2023-06-30 13F Ameren COM 023608102 410 0 33 0.0018
2023-05-04 2023-03-31 13F Ameren COM 023608102 410 0 0.00 35 -2.78 0.0020
2024-12-12 2022-12-31 13F/A-1 Ameren COM 023608102 410 0 0.00 36 9.09 0.0021
2023-02-07 2022-12-31 13F Ameren COM 023608102 410 0 36 0.0021
2024-12-12 2022-09-30 13F/A-1 Ameren COM 023608102 410 0 0.00 33 0.0024
2022-11-10 2022-09-30 13F Ameren COM 023608102 410 0 0 0.0024
2022-08-04 2022-06-30 13F Ameren COM 023608102 410 0 0.00 0 0.0026
2022-05-11 2022-03-31 13F Ameren COM 023608102 410 0 0.00 0 0.0021
2022-03-28 2021-12-31 13F/A-1 Ameren COM 023608102 410 0 0.00 0 -100.00 0.0020
2022-02-02 2021-12-31 13F Ameren COM 023608102 410 0 36 0.0020
2021-11-02 2021-09-30 13F Ameren COM 023608102 410 0 0.00 33 3.13 0.0020
2021-08-09 2021-06-30 13F/A-1 Ameren COM 023608102 410 0 0.00 33 -3.03 0.0020
2021-07-27 2021-06-30 13F Ameren COM 023608102 410 0 32 0.0020
2021-04-27 2021-03-31 13F Ameren COM 023608102 410 0 0.00 33 3.13 0.0020
2021-02-01 2020-12-31 13F Ameren COM 023608102 410 0 0.00 32 0.00 0.0020
2020-11-03 2020-09-30 13F Ameren COM 023608102 410 0 0.00 32 14.29 0.0042
2020-07-17 2020-06-30 13F/A-1 Ameren COM 023608102 410 0 0.00 29 -3.45 0.0040
2020-07-17 2020-06-30 13F Ameren COM 023608102 1,536 1,126 28 3,918.3034
2020-05-05 2020-03-31 13F Ameren COM 023608102 410 0 0.00 30 -6.45 0.0054
2020-02-04 2019-12-31 13F Ameren COM 023608102 410 0 0.00 31 -3.12 0.0042
2019-10-30 2019-09-30 13F Ameren COM 023608102 410 0 0.00 32 6.67 0.0047
2019-08-05 2019-06-30 13F Ameren COM 023608102 410 0 0.00 31 0.00 0.0047
2019-05-06 2019-03-31 13F Ameren COM 023608102 410 0 0.00 30 15.38 0.0050
2019-01-26 2018-12-31 13F Ameren COM 023608102 410 0 0.00 26 4.00 0.0051
2018-11-14 2018-09-30 13F Ameren COM 023608102 410 410 25 0.0049
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.