Atria Wealth Solutions’s Ameren AEE Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$232K	Sell	2,418 -2,818	-54%	-$274K	0.01%	1295
2025 Q1	$526K	Buy	5,236 +139	+3%	+$13.4K	0.01%	1174
2024 Q4	$454K	Buy	5,097 +3	+0.1%	+$269	0.01%	1325
2024 Q3	$446K	Buy	+5,094	New	+$408K	﹤0.01%	1300
2024 Q2	–	Sell	-2,767	Closed	-$207K	–	1923
2024 Q1	$207K	Sell	2,767 -101	-4%	-$7.18K	﹤0.01%	1811
2023 Q4	$207K	Buy	2,868 +101	+4%	+$7.68K	﹤0.01%	1753
2023 Q3	$207K	Sell	2,767 -18	-0.6%	-$1.47K	﹤0.01%	1681
2023 Q2	$227K	Sell	2,785 -2	-0.1%	-$171	﹤0.01%	1618
2023 Q1	$241K	Sell	2,787 -632	-18%	-$54.1K	﹤0.01%	1553
2022 Q4	$304K	Sell	3,419 -317	-8%	-$26.6K	﹤0.01%	1354
2022 Q3	$301K	Sell	3,736 -3,560	-49%	-$325K	0.01%	1296
2022 Q2	$827K	Buy	7,296 +3,873	+113%	+$358K	0.02%	773
2022 Q1	$321K	Buy	+3,423	New	+$300K	0.01%	1281

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return