Cerity Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.22M | Sell |
23,080
-4,355
| -16% | -$418K | ﹤0.01% | 1167 |
|
2025
Q1 | $2.75M | Buy |
27,435
+4,292
| +19% | +$431K | 0.01% | 969 |
|
2024
Q4 | $2.05M | Buy |
23,143
+1,295
| +6% | +$114K | ﹤0.01% | 1091 |
|
2024
Q3 | $1.91M | Buy |
21,848
+11,802
| +117% | +$1.03M | ﹤0.01% | 1111 |
|
2024
Q2 | $714K | Sell |
10,046
-4,053
| -29% | -$288K | ﹤0.01% | 1373 |
|
2024
Q1 | $1.04M | Buy |
14,099
+4,409
| +46% | +$326K | ﹤0.01% | 1255 |
|
2023
Q4 | $701K | Buy |
9,690
+5,417
| +127% | +$392K | ﹤0.01% | 1119 |
|
2023
Q3 | $320K | Sell |
4,273
-8,769
| -67% | -$656K | ﹤0.01% | 1122 |
|
2023
Q2 | $1.07M | Buy |
13,042
+3,413
| +35% | +$279K | ﹤0.01% | 905 |
|
2023
Q1 | $832K | Buy |
9,629
+1,152
| +14% | +$99.6K | ﹤0.01% | 1061 |
|
2022
Q4 | $754K | Sell |
8,477
-4,370
| -34% | -$389K | ﹤0.01% | 777 |
|
2022
Q3 | $1.04M | Sell |
12,847
-85
| -0.7% | -$6.85K | 0.01% | 511 |
|
2022
Q2 | $1.17M | Buy |
12,932
+341
| +3% | +$30.8K | 0.01% | 517 |
|
2022
Q1 | $1.18M | Buy |
12,591
+8,647
| +219% | +$810K | 0.02% | 415 |
|
2021
Q4 | $352K | Buy |
+3,944
| New | +$352K | 0.01% | 721 |
|