AWM
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Accel Wealth Management’s Ameren AEE Stock Holding History

Accel Wealth Management’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,184
Closed -$102K – 182
2023
Q1 		$102K Buy
1,184
+9
+0.8% +$770 0.04% 314
2022
Q4 		$105K Buy
1,175
+7
+0.6% +$588 0.05% 235
2022
Q3 		$98K Buy
1,168
+9
+0.8% +$822 0.05% 253
2022
Q2 		$102K Buy
1,159
+5
+0.4% +$463 0.06% 234
2022
Q1 		$109K Buy
1,154
+7
+0.6% +$613 0.06% 244
2021
Q4 		$102K Buy
1,147
+7
+0.6% +$595 0.05% 256
2021
Q3 		$92K Buy
1,140
+8
+0.7% +$682 0.06% 231
2021
Q2 		$91K Buy
1,132
+8
+0.7% +$670 0.06% 246
2021
Q1 		$91K Buy
1,124
+8
+0.7% +$599 0.07% 227
2020
Q4 		$87K Buy
+1,116
New +$89.4K 0.08% 216

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return