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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

AEE holding history

Ameren Corp in every 13F filed by Plan Group Financial, 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)
2,394
Value
$270.6K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of AEE by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,394$270.6K0.1%00.0%UnchangedHolders
Q1 20262,394$263.1K0.1%00.0%UnchangedHolders
Q4 20252,394$239.1K0.1%00.0%UnchangedHolders
Q3 20252,394$249.9K0.1%+2,394NewHolders