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Colonial Trust Advisors’s Ameren AEE Stock Holding History

Colonial Trust Advisors’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 		– Sell
-200
Closed -$17.5K – 678
2024
Q3 		$17.5K Hold
200
– – ﹤0.01% 465
2024
Q2 		$14.2K Buy
+200
New +$14.5K ﹤0.01% 476
2024
Q1 		– Sell
-5
Closed -$362 – 1023
2023
Q4 		$362 Buy
5
+3
+150% +$228 ﹤0.01% 837
2023
Q3 		$150 Hold
2
– – ﹤0.01% 884
2023
Q2 		$163 Hold
2
– – ﹤0.01% 883
2023
Q1 		$173 Hold
2
– – ﹤0.01% 870
2022
Q4 		$178 Buy
+2
New +$168 ﹤0.01% 876

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

Colonial Trust Advisors's AEE Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Ameren (AEE) in Q4 2024, closing a stake of 200 shares — an estimated $17.5K sold.

Colonial Trust Advisors first reported a position in AEE in Q4 2022 and held it in 7 quarters. The position peaked at $17.5K in Q3 2024. 738 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • Colonial Trust Advisors reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 200 Ameren shares in Q4 2024, an estimated $17.5K.
  • Colonial Trust Advisors first reported a position in Ameren in Q4 2022 and held it in 7 quarters.
  • Colonial Trust Advisors's Ameren position peaked at $17.5K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.