Atlantic Private Wealth’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-250
Closed -$22.3K 210
2024
Q4
$22.3K Buy
+250
New +$22.4K 0.02% 135

Other funds holding AEE

Atlantic Private Wealth's AEE Position: Q1 2025 in Review

Atlantic Private Wealth sold out of Ameren (AEE) in Q1 2025, closing a stake of 250 shares — an estimated $22.3K sold.

Atlantic Private Wealth first reported a position in AEE in Q4 2024 and held it in 1 quarter. The position peaked at $22.3K in Q4 2024. 808 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

  • Atlantic Private Wealth reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 250 Ameren shares in Q1 2025, an estimated $22.3K.
  • Atlantic Private Wealth first reported a position in Ameren in Q4 2024 and held it in 1 quarter.
  • Atlantic Private Wealth's Ameren position peaked at $22.3K in Q4 2024.
  • 808 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Atlantic Private Wealth's 13F filing for Q1 2025, filed 9 May 2025.