Avior Wealth Management’s Ameren AEE Stock Holding History

Avior 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
2025 Q1	–	Sell	-1,064	Closed	-$94.8K	–	763
2024 Q4	$94.8K	Buy	1,064 +14	+1%	+$1.25K	﹤0.01%	919
2024 Q3	$91.8K	Hold	1,050	–	–	﹤0.01%	908
2024 Q2	$74.7K	Sell	1,050 -232	-18%	-$16.9K	﹤0.01%	958
2024 Q1	$94.8K	Buy	1,282 +232	+22%	+$16.5K	﹤0.01%	988
2023 Q4	$76K	Hold	1,050	–	–	﹤0.01%	661
2023 Q3	$78.6K	Hold	1,050	–	–	0.01%	673
2023 Q2	$85.8K	Hold	1,050	–	–	0.01%	656
2023 Q1	$90.7K	Hold	1,050	–	–	0.01%	654
2022 Q4	$93.4K	Hold	1,050	–	–	0.01%	542
2022 Q3	$84K	Hold	1,050	–	–	0.01%	539
2022 Q2	$94K	Hold	1,050	–	–	0.01%	499
2022 Q1	$98K	Hold	1,050	–	–	0.01%	517
2021 Q4	$93K	Hold	1,050	–	–	0.01%	508
2021 Q3	$85K	Sell	1,050 -214	-17%	-$18.3K	0.01%	505
2021 Q2	$101K	Buy	1,264 +2	+0.2%	+$167	0.01%	468
2021 Q1	$102K	Sell	1,262 -121	-9%	-$9.06K	0.01%	466
2020 Q4	$108K	Buy	1,383 +124	+10%	+$9.94K	0.01%	433
2020 Q3	$99K	Buy	1,259 +1	+0.1%	+$78	0.01%	452
2020 Q2	$88K	Buy	1,258 +208	+20%	+$15.1K	0.01%	447
2020 Q1	$76K	Sell	1,050 -106	-9%	-$8.41K	0.02%	430
2019 Q4	$88K	Sell	1,156 -4,881	-81%	-$371K	0.01%	437
2019 Q3	$482K	Buy	6,037 +1,186	+24%	+$91K	0.08%	224
2019 Q2	$364K	Buy	4,851 +890	+22%	+$65.6K	0.07%	258
2019 Q1	$291K	Hold	3,961	–	–	0.06%	280
2018 Q4	$258K	Sell	3,961 -1,217	-24%	-$81.1K	0.06%	263
2018 Q3	$327K	Hold	5,178	–	–	0.07%	244
2018 Q2	$315K	Buy	5,178 +4,128	+393%	+$237K	0.07%	239
2018 Q1	$59K	Hold	1,050	–	–	0.01%	475
2017 Q4	$62K	Hold	1,050	–	–	0.01%	469
2017 Q3	$61K	Hold	1,050	–	–	0.02%	198
2017 Q2	$57K	Hold	1,050	–	–	0.02%	183
2017 Q1	$57K	Hold	1,050	–	–	0.02%	220
2016 Q4	$55K	Hold	1,050	–	–	0.02%	205
2016 Q3	$52K	Hold	1,050	–	–	0.02%	220
2016 Q2	$56K	Hold	1,050	–	–	0.02%	199
2016 Q1	$53K	Hold	1,050	–	–	0.02%	205
2015 Q4	$45K	Hold	1,050	–	–	0.02%	182
2015 Q3	$44K	Hold	1,050	–	–	0.03%	174
2015 Q2	$40K	Hold	1,050	–	–	0.03%	147
2015 Q1	$44K	Hold	1,050	–	–	0.03%	141
2014 Q4	$48K	Hold	1,050	–	–	0.04%	135
2014 Q3	$40K	Hold	1,050	–	–	0.03%	144
2014 Q2	$43K	Hold	1,050	–	–	0.04%	141
2014 Q1	$43K	Buy	+1,050	New	+$40.4K	0.04%	137

Other funds holding AEE

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avior Wealth Management's AEE Position: Q1 2025 in Review

Avior Wealth Management sold out of Ameren (AEE) in Q1 2025, closing a stake of 1,064 shares — an estimated $94.8K sold.

Avior Wealth Management first reported a position in AEE in Q1 2014 and held it in 44 quarters. The position peaked at $482K in Q3 2019. 809 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

Avior Wealth Management reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,064 Ameren shares in Q1 2025, an estimated $94.8K.
Avior Wealth Management first reported a position in Ameren in Q1 2014 and held it in 44 quarters.
Avior Wealth Management's Ameren position peaked at $482K in Q3 2019.
809 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.