Clearstead Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $898K | Buy |
8,168
+1,932
| +31% | +$207K | 0.01% | 550 |
|
|
2025
Q4 | $623K | Buy |
6,236
+483
| +8% | +$49.5K | 0.01% | 594 |
|
|
2025
Q3 | $600K | Buy |
5,753
+276
| +5% | +$27.5K | 0.01% | 576 |
|
|
2025
Q2 | $526K | Buy |
5,477
+201
| +4% | +$19.5K | 0.01% | 603 |
|
|
2025
Q1 | $530K | Buy |
5,276
+2
| +0% | +$193 | 0.01% | 561 |
|
|
2024
Q4 | $470K | Sell |
5,274
-63
| -1% | -$5.64K | 0.01% | 594 |
|
|
2024
Q3 | $467K | Buy |
5,337
+38
| +0.7% | +$3.04K | 0.01% | 594 |
|
|
2024
Q2 | $377K | Sell |
5,299
-45
| -0.8% | -$3.27K | 0.01% | 608 |
|
|
2024
Q1 | $398K | Buy |
5,344
+3,551
| +198% | +$253K | 0.02% | 347 |
|
|
2023
Q4 | $130K | Sell |
1,793
-10,875
| -86% | -$827K | 0.01% | 534 |
|
|
2023
Q3 | $948K | Buy |
12,668
+7,334
| +137% | +$598K | 0.03% | 309 |
|
|
2023
Q2 | $436K | Buy |
5,334
+1,970
| +59% | +$169K | 0.03% | 305 |
|
|
2023
Q1 | $291K | Buy |
3,364
+1,109
| +49% | +$94.9K | 0.02% | 342 |
|
|
2022
Q4 | $201K | Buy |
+2,255
| New | +$190K | 0.02% | 383 |
|
|
2022
Q3 | – | Sell |
-2,040
| Closed | -$184K | – | 1237 |
|
|
2022
Q2 | $184K | Buy |
2,040
+40
| +2% | +$3.7K | 0.01% | 390 |
|
|
2022
Q1 | $188K | Hold |
2,000
| – | – | 0.01% | 414 |
|
|
2021
Q4 | $178K | Hold |
2,000
| – | – | 0.01% | 415 |
|
|
2021
Q3 | $162K | Sell |
2,000
-17
| -0.8% | -$1.45K | 0.01% | 403 |
|
|
2021
Q2 | $161K | Buy |
2,017
+17
| +0.9% | +$1.42K | 0.01% | 370 |
|
|
2021
Q1 | $163K | Hold |
2,000
| – | – | 0.01% | 359 |
|
|
2020
Q4 | $156K | Buy |
+2,000
| New | +$160K | 0.01% | 349 |
|
Other funds holding AEE
VCM
VPM
