AE Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$159K Sell
18,820
-21,479
-53% -$246K ﹤0.01% 1662
2025
Q4
$535K Buy
40,299
+2,647
+7% +$33.4K ﹤0.01% 1024
2025
Q3
$459K Sell
37,652
-857
-2% -$9.01K ﹤0.01% 1009
2025
Q2
$293K Buy
+38,509
New +$286K ﹤0.01% 1129
2025
Q1
Sell
-23,953
Closed -$225K 2165
2024
Q4
$225K Buy
23,953
+10,758
+82% +$130K ﹤0.01% 1229
2024
Q3
$169K Buy
13,195
+1,511
+13% +$20.5K ﹤0.01% 1191
2024
Q2
$180K Sell
11,684
-369
-3% -$6.61K ﹤0.01% 1175
2024
Q1
$274K Sell
12,053
-8,775
-42% -$174K ﹤0.01% 990
2023
Q4
$384K Buy
20,828
+1,004
+5% +$17.2K ﹤0.01% 1586
2023
Q3
$310K Buy
19,824
+845
+4% +$13.2K ﹤0.01% 1600
2023
Q2
$318K Sell
18,979
-3,651
-16% -$57.9K ﹤0.01% 1592
2023
Q1
$415K Buy
22,630
+11,818
+109% +$234K ﹤0.01% 1428
2022
Q4
$174K Sell
10,812
-925
-8% -$13.9K ﹤0.01% 1685
2022
Q3
$158K Sell
11,737
-57,226
-83% -$952K ﹤0.01% 1631
2022
Q2
$1.06M Buy
68,963
+60,166
+684% +$1.44M 0.01% 869
2022
Q1
$283K Sell
8,797
-26,583
-75% -$606K ﹤0.01% 1442
2021
Q4
$770K Buy
35,380
+9,274
+36% +$200K 0.01% 1062
2021
Q3
$517K Buy
+26,106
New +$595K ﹤0.01% 1159
2021
Q2
Sell
-25,780
Closed -$518K 1598
2021
Q1
$518K Buy
+25,780
New +$420K 0.01% 1015

Other funds holding CLF

AE Wealth Management's CLF Position: Q1 2026 in Review

AE Wealth Management reduced its Cleveland-Cliffs (CLF) stake by 53% in Q1 2026, selling an estimated $246K and leaving 18,820 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

AE Wealth Management first reported a position in CLF in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q2 2022. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • AE Wealth Management held 18,820 shares of Cleveland-Cliffs worth $159K as of Q1 2026.
  • AE Wealth Management sold 21,479 Cleveland-Cliffs shares in Q1 2026, an estimated $246K.
  • Cleveland-Cliffs made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1662 holding.
  • AE Wealth Management first reported a position in Cleveland-Cliffs in Q1 2021 and has held it in 19 quarters since.
  • AE Wealth Management's Cleveland-Cliffs position peaked at $1.06M in Q2 2022.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.