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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

AEE holding history

Ameren Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEE overviewAll 13F holders of AEEFull Q2 2026 holdings

Shares (Q2 2026)
3,600
Value
$406.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEE by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,600$406.9K<0.1%−70−1.9%ReducedHolders
Q1 20263,670$403.4K<0.1%00.0%UnchangedHolders
Q4 20253,670$366.5K<0.1%00.0%UnchangedHolders
Q3 20253,670$383.1K<0.1%00.0%UnchangedHolders
Q2 20253,670$352.5K<0.1%+70+1.9%AddedHolders
Q1 20253,600$361.4K<0.1%−53−1.5%ReducedHolders
Q4 20243,653$325.6K<0.1%00.0%UnchangedHolders
Q3 20243,653$319.5K<0.1%+53+1.5%AddedHolders
Q2 20243,600$256.0K<0.1%−54−1.5%ReducedHolders
Q1 20243,654$270.3K<0.1%+24+0.7%AddedHolders
Q4 20233,630$262.6K<0.1%+30+0.8%AddedHolders
Q3 20233,600$269.4K<0.1%00.0%UnchangedHolders
Q2 20233,600$294.0K<0.1%00.0%UnchangedHolders
Q1 20233,600$311.0K<0.1%00.0%UnchangedHolders
Q4 20223,600$320.1K<0.1%00.0%UnchangedHolders
Q3 20223,600$290.0K<0.1%00.0%UnchangedHolders
Q2 20223,600$325.0K<0.1%00.0%UnchangedHolders
Q1 20223,600$338.0K<0.1%00.0%UnchangedHolders
Q4 20213,600$320.0K<0.1%00.0%UnchangedHolders
Q3 20213,600$292.0K<0.1%00.0%UnchangedHolders
Q2 20213,600$288.0K<0.1%00.0%UnchangedHolders
Q1 20213,600$293.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.