CFC Planning Company’s Ameren AEE Stock Holding History

CFC Planning 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
2025 Q2	–	Sell	-3,669	Closed	-$368K	–	90
2025 Q1	$368K	Buy	3,669 +882	+32%	+$84.9K	0.39%	49
2024 Q4	$248K	Buy	+2,787	New	+$250K	0.27%	54

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 $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CFC Planning Company's AEE Position: Q2 2025 in Review

CFC Planning Company sold out of Ameren (AEE) in Q2 2025, closing a stake of 3,669 shares — an estimated $368K sold.

CFC Planning Company first reported a position in AEE in Q4 2024 and held it in 2 quarters. The position peaked at $368K in Q1 2025. 799 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

CFC Planning Company reported no remaining Ameren position as of Q2 2025 after selling out during the quarter.
CFC Planning Company sold 3,669 Ameren shares in Q2 2025, an estimated $368K.
CFC Planning Company first reported a position in Ameren in Q4 2024 and held it in 2 quarters.
CFC Planning Company's Ameren position peaked at $368K in Q1 2025.
799 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on CFC Planning Company's 13F filing for Q2 2025, filed 12 Aug 2025.