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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $344B AUM 42.99% 1-Year Est. Return

Accel Wealth Management's AEE Position: Q2 2023 in Review

Accel Wealth Management sold out of Ameren (AEE) in Q2 2023, closing a stake of 1,184 shares — an estimated $102K sold.

Accel Wealth Management first reported a position in AEE in Q4 2020 and held it in 10 quarters. The position peaked at $109K in Q1 2022. 674 funds tracked by Wall St. Rank hold AEE as of Q2 2023.

  • Accel Wealth Management reported no remaining Ameren position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,184 Ameren shares in Q2 2023, an estimated $102K.
  • Accel Wealth Management first reported a position in Ameren in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Ameren position peaked at $109K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Ameren as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.