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Capital Performance Advisors’s Ameren AEE Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-115
Closed -$10.1K – 216
2024
Q3 		$10.1K Buy
+115
New +$9.21K ﹤0.01% 837

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 $865B AUM 30.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Performance Advisors's AEE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ameren (AEE) in Q4 2024, closing a stake of 115 shares — an estimated $10.1K sold.

Capital Performance Advisors first reported a position in AEE in Q3 2024 and held it in 1 quarter. The position peaked at $10.1K in Q3 2024. 736 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 115 Ameren shares in Q4 2024, an estimated $10.1K.
  • Capital Performance Advisors first reported a position in Ameren in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ameren position peaked at $10.1K in Q3 2024.
  • 736 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.