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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

AEE holding history

Ameren Corp in every 13F filed by Heritage Wealth Advisors, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of AEE by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−408−100.0%Sold outHolders
Q1 2026408$44.8K<0.1%+408NewHolders
Q3 20230$00.0%−410−100.0%Sold outHolders
Q2 2023410$33.5K<0.1%00.0%UnchangedHolders
Q1 2023410$35.4K<0.1%00.0%UnchangedHolders
Q4 2022410$36.5K<0.1%00.0%UnchangedHolders
Q3 2022410$33.0K<0.1%00.0%UnchangedHolders
Q2 2022410$37.0K<0.1%00.0%UnchangedHolders
Q1 2022410$38.0K<0.1%00.0%UnchangedHolders
Q4 2021410$36.0K<0.1%00.0%UnchangedHolders
Q3 2021410$33.2K<0.1%00.0%UnchangedHolders
Q2 2021410$32.8K<0.1%00.0%UnchangedHolders
Q1 2021410$33.4K<0.1%––Holders

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