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Burney Company’s Ameren AEE Stock Holding History

Burney Company’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
Q3 		– Sell
-2,515
Closed -$205K – 563
2023
Q2 		$205K Sell
2,515
-140
-5% -$12K 0.01% 551
2023
Q1 		$229K Hold
2,655
– – 0.01% 521
2022
Q4 		$236K Hold
2,655
– – 0.01% 506
2022
Q3 		$214K Sell
2,655
-190
-7% -$17.3K 0.01% 521
2022
Q2 		$257K Hold
2,845
– – 0.01% 491
2022
Q1 		$267K Hold
2,845
– – 0.01% 507
2021
Q4 		$253K Hold
2,845
– – 0.01% 529
2021
Q3 		$230K Hold
2,845
– – 0.01% 534
2021
Q2 		$228K Hold
2,845
– – 0.01% 547
2021
Q1 		$231K Hold
2,845
– – 0.01% 523
2020
Q4 		$222K Hold
2,845
– – 0.01% 491
2020
Q3 		$225K Sell
2,845
-1,056
-27% -$82.8K 0.01% 456
2020
Q2 		$274K Sell
3,901
-15
-0.4% -$1.09K 0.02% 415
2020
Q1 		$285K Buy
3,916
+7
+0.2% +$555 0.02% 362
2019
Q4 		$300K Buy
3,909
+1,034
+36% +$78.6K 0.02% 393
2019
Q3 		$230K Sell
2,875
-1,220
-30% -$93.7K 0.01% 414
2019
Q2 		$308K Buy
4,095
+205
+5% +$15.1K 0.02% 383
2019
Q1 		$286K Sell
3,890
-200
-5% -$13.9K 0.02% 387
2018
Q4 		$267K Buy
4,090
+15
+0.4% +$1K 0.02% 379
2018
Q3 		$258K Hold
4,075
– – 0.02% 393
2018
Q2 		$248K Buy
4,075
+200
+5% +$11.5K 0.01% 394
2018
Q1 		$219K Hold
3,875
– – 0.01% 386
2017
Q4 		$229K Hold
3,875
– – 0.01% 397
2017
Q3 		$226K Buy
+3,875
New +$224K 0.01% 371

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Burney Company's AEE Position: Q3 2023 in Review

Burney Company sold out of Ameren (AEE) in Q3 2023, closing a stake of 2,515 shares — an estimated $205K sold.

Burney Company first reported a position in AEE in Q3 2017 and held it in 24 quarters. The position peaked at $308K in Q2 2019. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Burney Company reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • Burney Company sold 2,515 Ameren shares in Q3 2023, an estimated $205K.
  • Burney Company first reported a position in Ameren in Q3 2017 and held it in 24 quarters.
  • Burney Company's Ameren position peaked at $308K in Q2 2019.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Burney Company's 13F filing for Q3 2023, filed 8 Nov 2023.