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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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return