CSWM
AEE icon

Cassady Schiller Wealth Management’s Ameren AEE Stock Holding History

Cassady Schiller 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
2024
Q4 		$17.3K Hold
194
– – 0.01% 292
2024
Q3 		$17K Hold
194
– – 0.01% 284
2024
Q2 		$13.8K Hold
194
– – 0.01% 297
2024
Q1 		$14.3K Hold
194
– – 0.01% 313
2023
Q4 		$14K Hold
194
– – 0.01% 308
2023
Q3 		$14.5K Hold
194
– – 0.01% 300
2023
Q2 		$15.8K Buy
+194
New +$16.6K 0.01% 299

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
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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassady Schiller Wealth Management's AEE Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Ameren (AEE) position steady in Q4 2024 at 194 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #292.

Cassady Schiller Wealth Management first reported a position in AEE in Q2 2023 and has held it in 7 quarters since. 738 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • Cassady Schiller Wealth Management held 194 shares of Ameren worth $17.3K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Ameren share count unchanged in Q4 2024.
  • Ameren made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #292 holding.
  • Cassady Schiller Wealth Management first reported a position in Ameren in Q2 2023 and has held it in 7 quarters since.
  • 738 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.