BerganKDV Wealth Management’s Ameren AEE Stock Holding History

BerganKDV 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	$143K	Hold	1,754	–	–	0.01%	254
2023 Q1	$152K	Hold	1,754	–	–	0.02%	261
2022 Q4	$156K	Hold	1,754	–	–	0.02%	254
2022 Q3	$141K	Hold	1,754	–	–	0.02%	256
2022 Q2	$159K	Hold	1,754	–	–	0.02%	255
2022 Q1	$164K	Hold	1,754	–	–	0.02%	260
2021 Q4	$156K	Hold	1,754	–	–	0.02%	282
2021 Q3	$142K	Hold	1,754	–	–	0.02%	279
2021 Q2	$140K	Hold	1,754	–	–	0.02%	275
2021 Q1	$143K	Buy	1,754 +356	+25%	+$26.7K	0.02%	266
2020 Q4	$109K	Buy	1,398 +28	+2%	+$2.24K	0.02%	268
2020 Q3	$108K	Sell	1,370 -115	-8%	-$9.02K	0.02%	257
2020 Q2	$105K	Sell	1,485 -100	-6%	-$7.25K	0.02%	272
2020 Q1	$115K	Hold	1,585	–	–	0.02%	246
2019 Q4	$122K	Buy	1,585 +400	+34%	+$30.4K	0.02%	256
2019 Q3	$95K	Hold	1,185	–	–	0.02%	262
2019 Q2	$89K	Hold	1,185	–	–	0.02%	274
2019 Q1	$87K	Hold	1,185	–	–	0.02%	292
2018 Q4	$77K	Hold	1,185	–	–	0.02%	260
2018 Q3	$75K	Sell	1,185 -200	-14%	-$12.6K	0.02%	278
2018 Q2	$84K	Buy	+1,385	New	+$79.6K	0.02%	264

Other funds holding AEE

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

BerganKDV Wealth Management held its Ameren (AEE) position steady in Q2 2023 at 1,754 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #254.

BerganKDV Wealth Management first reported a position in AEE in Q2 2018 and has held it in 21 quarters since. The position peaked at $164K in Q1 2022. 674 funds tracked by Wall St. Rank hold AEE as of Q2 2023.

BerganKDV Wealth Management held 1,754 shares of Ameren worth $143K as of Q2 2023.
BerganKDV Wealth Management left its Ameren share count unchanged in Q2 2023.
Ameren made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #254 holding.
BerganKDV Wealth Management first reported a position in Ameren in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Ameren position peaked at $164K in Q1 2022.
674 funds tracked by Wall St. Rank held Ameren as of Q2 2023.

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