HOMESTEAD ADVISERS CORP AEE β€” AMEREN CORP

Ownership history in HOMESTEAD ADVISERS CORP  Β·  3 quarters on record

AI Ownership Summary

HOMESTEAD ADVISERS CORP reported AMEREN CORP (AEE) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.88% in 2026 Q1. The latest visible filing shows AEE at 1.88% 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.

What this AEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOMESTEAD ADVISERS CORP'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 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% 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
2025 Q3 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 HOMESTEAD ADVISERS CORP held AEE β€” position size vs. price
% of Fund (quarterly)    AEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 637,739 -7,200 -1.1% 1.88% $70.1M 2026-05-08 $109.07
2025 Q4 REDUCED 12.1% +10.8% ❌ 644,939 -89,052 -12.1% 1.71% $64.4M 2026-02-10 $105.07
2025 Q3 INITIATED β€” β€” β€” 733,991 β€” β€” 1.82% $76.6M 2025-11-05 $99.88

FAQ About HOMESTEAD ADVISERS CORP and AEE

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

How long has HOMESTEAD ADVISERS CORP reported owning AEE?

HOMESTEAD ADVISERS CORP reported AEE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AEE position in HOMESTEAD ADVISERS CORP's portfolio?

The largest reported portfolio weight for AEE was 1.88% in 2026 Q1.

What is the latest reported AEE position on this page?

The most recent filing on this page is 2026 Q1, when HOMESTEAD ADVISERS CORP reported 637,739 shares, equal to 1.88% of portfolio, with an estimated market value of $70.1M.

What does the chart on this AEE ownership page compare?

The chart compares HOMESTEAD ADVISERS CORP'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.

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