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Concord Wealth Partners’s Ameren AEE Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-60
Closed -$6.26K – 848
2025
Q3 		$6.26K Sell
60
-300
-83% -$29.9K ﹤0.01% 588
2025
Q2 		$34.6K Hold
360
– – 0.01% 388
2025
Q1 		$36.1K Hold
360
– – 0.01% 372
2024
Q4 		$32.1K Hold
360
– – 0.01% 396
2024
Q3 		$31.5K Hold
360
– – 0.01% 402
2024
Q2 		$25.6K Sell
360
-190
-35% -$13.8K ﹤0.01% 391
2024
Q1 		$40.7K Buy
550
+190
+53% +$13.5K 0.01% 387
2023
Q4 		$26K Sell
360
-260
-42% -$19.8K 0.01% 446
2023
Q3 		$46.4K Buy
620
+244
+65% +$19.9K 0.01% 390
2023
Q2 		$30.7K Buy
376
+16
+4% +$1.37K 0.01% 435
2023
Q1 		$31.1K Sell
360
-16
-4% -$1.37K 0.01% 420
2022
Q4 		$33.4K Buy
+376
New +$31.6K 0.01% 449
2022
Q3 		– Sell
-376
Closed -$34K – 168
2022
Q2 		$34K Hold
376
– – 0.01% 430
2022
Q1 		$35K Hold
376
– – 0.01% 493
2021
Q4 		$33K Buy
376
+60
+19% +$5.1K 0.01% 529
2021
Q3 		$26K Hold
316
– – 0.01% 329
2021
Q2 		$25K Hold
316
– – 0.01% 462
2021
Q1 		$26K Buy
316
+16
+5% +$1.2K 0.01% 430
2020
Q4 		$23K Buy
+300
New +$24K 0.02% 291

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Concord Wealth Partners's AEE Position: Q4 2025 in Review

Concord Wealth Partners sold out of Ameren (AEE) in Q4 2025, closing a stake of 60 shares — an estimated $6.26K sold.

Concord Wealth Partners first reported a position in AEE in Q4 2020 and held it in 19 quarters. The position peaked at $46.4K in Q3 2023. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

  • Concord Wealth Partners reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 60 Ameren shares in Q4 2025, an estimated $6.26K.
  • Concord Wealth Partners first reported a position in Ameren in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's Ameren position peaked at $46.4K in Q3 2023.
  • 880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.