BRADY FAMILY WEALTH, LLC AEE AMEREN CORP

Ownership history in BRADY FAMILY WEALTH, LLC  ·  12 quarters on record

AI Ownership Summary

BRADY FAMILY WEALTH, LLC reported AMEREN CORP (AEE) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows AEE at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRADY FAMILY WEALTH, LLC's position in AMEREN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AEE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRADY FAMILY WEALTH, LLC held AEE — position size vs. price
% of Fund (quarterly)    AEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,458 0% 0.08% $270K 2026-04-08 $112.07
2025 Q4 UNCHANGED 2,458 0% 0.08% $245K 2026-01-07 $97.71
2025 Q3 UNCHANGED 2,458 0% 0.08% $257K 2025-10-09 $100.86
2025 Q2 UNCHANGED 2,458 0% 0.07% $236K 2025-07-10 $93.62
2025 Q1 UNCHANGED 2,458 0% 0.08% $247K 2025-04-21 $93.11
2024 Q4 UNCHANGED 2,458 0% 0.07% $219K 2025-01-14 $85.66
2024 Q3 REDUCED 13.3% +3.2% 2,458 -378 -13.3% 0.06% $215K 2024-10-15 $83.64
2024 Q1 UNCHANGED 2,836 0% 0.07% $210K 2024-05-13 $69.62
2023 Q4 UNCHANGED 2,836 0% 0.07% $205K 2024-02-09 $63.64
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BRADY FAMILY WEALTH, LLC and AEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRADY FAMILY WEALTH, LLC reported owning AEE?

BRADY FAMILY WEALTH, LLC reported AEE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AEE position in BRADY FAMILY WEALTH, LLC's portfolio?

The largest reported portfolio weight for AEE was 0.08% in 2026 Q1.

What is the latest reported AEE position on this page?

The most recent filing on this page is 2026 Q1, when BRADY FAMILY WEALTH, LLC reported 2,458 shares, equal to 0.08% of portfolio, with an estimated market value of $270K.

What does the chart on this AEE ownership page compare?

The chart compares BRADY FAMILY WEALTH, LLC's quarterly AEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRADY FAMILY WEALTH, LLC time their AEE position?

Based on 13F filing dates vs. subsequent AEE price moves, BRADY FAMILY WEALTH, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AEE relative to SPY over the holding period was -7.2%.

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