Creative Planning’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Sell |
93,215
-2,997
| -3% | -$288K | 0.01% | 543 |
|
|
2025
Q1 | $9.66M | Sell |
96,212
-2,682
| -3% | -$269K | 0.01% | 491 |
|
|
2024
Q4 | $8.82M | Buy |
98,894
+24,777
| +33% | +$2.21M | 0.01% | 488 |
|
|
2024
Q3 | $6.48M | Sell |
74,117
-2,686
| -3% | -$235K | 0.01% | 561 |
|
|
2024
Q2 | $5.46M | Buy |
76,803
+6,757
| +10% | +$480K | 0.01% | 586 |
|
|
2024
Q1 | $5.18M | Buy |
70,046
+8,689
| +14% | +$643K | 0.01% | 594 |
|
|
2023
Q4 | $4.44M | Sell |
61,357
-7,529
| -11% | -$545K | 0.01% | 595 |
|
|
2023
Q3 | $5.15M | Buy |
68,886
+386
| +0.6% | +$28.9K | 0.01% | 527 |
|
|
2023
Q2 | $5.59M | Buy |
68,500
+1,009
| +1% | +$82.4K | 0.01% | 494 |
|
|
2023
Q1 | $5.83M | Buy |
67,491
+1,353
| +2% | +$117K | 0.01% | 464 |
|
|
2022
Q4 | $5.88M | Buy |
66,138
+16,597
| +34% | +$1.48M | 0.01% | 443 |
|
|
2022
Q3 | $3.99M | Buy |
49,541
+585
| +1% | +$47.1K | 0.01% | 490 |
|
|
2022
Q2 | $4.42M | Buy |
48,956
+5,534
| +13% | +$500K | 0.01% | 485 |
|
|
2022
Q1 | $4.07M | Buy |
43,422
+7,693
| +22% | +$721K | 0.01% | 505 |
|
|
2021
Q4 | $3.18M | Sell |
35,729
-925
| -3% | -$82.3K | 0.01% | 548 |
|
|
2021
Q3 | $2.97M | Buy |
36,654
+501
| +1% | +$40.6K | 0.01% | 560 |
|
|
2021
Q2 | $2.89M | Buy |
36,153
+4,997
| +16% | +$400K | 0.01% | 556 |
|
|
2021
Q1 | $2.54M | Buy |
31,156
+1,578
| +5% | +$128K | 0.01% | 619 |
|
|
2020
Q4 | $2.31M | Buy |
29,578
+1,305
| +5% | +$102K | 0.01% | 608 |
|
|
2020
Q3 | $2.24M | Sell |
28,273
-1,555
| -5% | -$123K | 0.01% | 523 |
|
|
2020
Q2 | $2.1M | Sell |
29,828
-1,685
| -5% | -$119K | 0.01% | 472 |
|
|
2020
Q1 | $2.3M | Sell |
31,513
-1,116
| -3% | -$81.3K | 0.01% | 388 |
|
|
2019
Q4 | $2.51M | Buy |
32,629
+1,809
| +6% | +$139K | 0.01% | 441 |
|
|
2019
Q3 | $2.47M | Sell |
30,820
-4,128
| -12% | -$330K | 0.01% | 434 |
|
|
2019
Q2 | $2.63M | Sell |
34,948
-173
| -0.5% | -$13K | 0.01% | 421 |
|
|
2019
Q1 | $2.58M | Buy |
35,121
+5,156
| +17% | +$379K | 0.01% | 397 |
|
|
2018
Q4 | $1.96M | Buy |
29,965
+1,804
| +6% | +$118K | 0.01% | 427 |
|
|
2018
Q3 | $1.78M | Buy |
28,161
+435
| +2% | +$27.5K | 0.01% | 512 |
|
|
2018
Q2 | $1.69M | Buy |
27,726
+2,789
| +11% | +$170K | 0.01% | 514 |
|
|
2018
Q1 | $1.41M | Buy |
24,937
+3,709
| +17% | +$210K | 0.01% | 562 |
|
|
2017
Q4 | $1.25M | Buy |
21,228
+188
| +0.9% | +$11.1K | 0.01% | 606 |
|
|
2017
Q3 | $1.22M | Buy |
21,040
+128
| +0.6% | +$7.4K | 0.01% | 623 |
|
|
2017
Q2 | $1.14M | Buy |
20,912
+2,584
| +14% | +$141K | 0.01% | 619 |
|
|
2017
Q1 | $1M | Sell |
18,328
-1,484
| -7% | -$81.1K | 0.01% | 672 |
|
|
2016
Q4 | $1.04M | Buy |
19,812
+1,603
| +9% | +$84.1K | 0.01% | 609 |
|
|
2016
Q3 | $896K | Buy |
18,209
+702
| +4% | +$34.5K | 0.01% | 637 |
|
|
2016
Q2 | $938K | Buy |
17,507
+1,867
| +12% | +$100K | 0.01% | 540 |
|
|
2016
Q1 | $784K | Sell |
15,640
-1,747
| -10% | -$87.6K | 0.01% | 571 |
|
|
2015
Q4 | $752K | Buy |
17,387
+3,769
| +28% | +$163K | 0.01% | 596 |
|
|
2015
Q3 | $576K | Sell |
13,618
-67
| -0.5% | -$2.83K | 0.01% | 681 |
|
|
2015
Q2 | $516K | Buy |
13,685
+1,399
| +11% | +$52.8K | ﹤0.01% | 653 |
|
|
2015
Q1 | $518K | Buy |
12,286
+2,006
| +20% | +$84.6K | ﹤0.01% | 724 |
|
|
2014
Q4 | $474K | Sell |
10,280
-10,332
| -50% | -$476K | ﹤0.01% | 719 |
|
|
2014
Q3 | $790K | Buy |
20,612
+1,427
| +7% | +$54.7K | 0.01% | 485 |
|
|
2014
Q2 | $784K | Sell |
19,185
-1,229
| -6% | -$50.2K | 0.01% | 467 |
|
|
2014
Q1 | $841K | Sell |
20,414
-2,147
| -10% | -$88.5K | 0.01% | 425 |
|
|
2013
Q4 | $816K | Buy |
22,561
+4,538
| +25% | +$164K | 0.01% | 363 |
|
|
2013
Q3 | $628K | Sell |
18,023
-719
| -4% | -$25.1K | 0.01% | 381 |
|
|
2013
Q2 | $645K | Buy |
+18,742
| New | +$645K | 0.02% | 340 |
|