Carolinas Wealth Consulting’s Ameren AEE Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-35	Closed	-$3.51K	–	17
2025 Q1	$3.51K	Buy	35 +1	+3%	+$96	﹤0.01%	668
2024 Q4	$3.03K	Hold	34	–	–	﹤0.01%	737
2024 Q3	$2.97K	Buy	34 +5	+17%	+$401	﹤0.01%	747
2024 Q2	$2.06K	Buy	29 +5	+21%	+$364	﹤0.01%	791
2024 Q1	$1.79K	Hold	24	–	–	﹤0.01%	807
2023 Q4	$1.74K	Hold	24	–	–	﹤0.01%	759
2023 Q3	$1.82K	Hold	24	–	–	﹤0.01%	760
2023 Q2	$1.96K	Hold	24	–	–	﹤0.01%	812
2023 Q1	$2.07K	Hold	24	–	–	﹤0.01%	809
2022 Q4	$2.13K	Hold	24	–	–	﹤0.01%	800
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	747
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	744
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	782
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	802
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	769
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	788
2021 Q1	$2K	Buy	24 +7	+41%	+$524	﹤0.01%	793
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	772
2020 Q3	$1K	Buy	17 +12	+240%	+$941	﹤0.01%	779
2020 Q2	$0	Buy	+5	New	+$362	﹤0.01%	651

Other funds holding AEE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's AEE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Ameren (AEE) in Q2 2025, closing a stake of 35 shares — an estimated $3.51K sold.

Carolinas Wealth Consulting first reported a position in AEE in Q2 2020 and held it in 20 quarters. The position peaked at $3.51K in Q1 2025. 800 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Ameren position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 35 Ameren shares in Q2 2025, an estimated $3.51K.
Carolinas Wealth Consulting first reported a position in Ameren in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Ameren position peaked at $3.51K in Q1 2025.
800 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.