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Bleakley Financial Group’s Ameren AEE Stock Holding History

Bleakley Financial Group’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
-6,067
Closed -$541K – 516
2024
Q4 		$541K Sell
6,067
-215
-3% -$19.3K 0.02% 595
2024
Q3 		$549K Buy
6,282
+860
+16% +$68.9K 0.02% 576
2024
Q2 		$386K Buy
5,422
+114
+2% +$8.29K 0.01% 688
2024
Q1 		$393K Buy
5,308
+234
+5% +$16.6K 0.01% 684
2023
Q4 		$367K Sell
5,074
-1,036
-17% -$78.8K 0.01% 676
2023
Q3 		$457K Sell
6,110
-1,239
-17% -$101K 0.02% 565
2023
Q2 		$600K Buy
7,349
+725
+11% +$62.1K 0.02% 535
2023
Q1 		$572K Buy
6,624
+863
+15% +$73.9K 0.02% 537
2022
Q4 		$512K Buy
+5,761
New +$484K 0.02% 551

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bleakley Financial Group's AEE Position: Q1 2025 in Review

Bleakley Financial Group sold out of Ameren (AEE) in Q1 2025, closing a stake of 6,067 shares — an estimated $541K sold.

Bleakley Financial Group first reported a position in AEE in Q4 2022 and held it in 9 quarters. The position peaked at $600K in Q2 2023. 809 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

  • Bleakley Financial Group reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 6,067 Ameren shares in Q1 2025, an estimated $541K.
  • Bleakley Financial Group first reported a position in Ameren in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Ameren position peaked at $600K in Q2 2023.
  • 809 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.