Creative Planning’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 | $20.6M | Buy |
187,399
+63,653
| +51% | +$6.81M | 0.01% | 432 |
|
|
2025
Q4 | $12.4M | Buy |
123,746
+7,129
| +6% | +$731K | 0.01% | 537 |
|
|
2025
Q3 | $12.2M | Buy |
116,617
+23,402
| +25% | +$2.34M | 0.01% | 500 |
|
|
2025
Q2 | $8.95M | Sell |
93,215
-2,997
| -3% | -$291K | 0.01% | 543 |
|
|
2025
Q1 | $9.66M | Sell |
96,212
-2,682
| -3% | -$258K | 0.01% | 491 |
|
|
2024
Q4 | $8.82M | Buy |
98,894
+24,777
| +33% | +$2.22M | 0.01% | 488 |
|
|
2024
Q3 | $6.48M | Sell |
74,117
-2,686
| -3% | -$215K | 0.01% | 561 |
|
|
2024
Q2 | $5.46M | Buy |
76,803
+6,757
| +10% | +$491K | 0.01% | 586 |
|
|
2024
Q1 | $5.18M | Buy |
70,046
+8,689
| +14% | +$618K | 0.01% | 594 |
|
|
2023
Q4 | $4.44M | Sell |
61,357
-7,529
| -11% | -$573K | 0.01% | 596 |
|
|
2023
Q3 | $5.15M | Buy |
68,886
+386
| +0.6% | +$31.5K | 0.01% | 527 |
|
|
2023
Q2 | $5.59M | Buy |
68,500
+1,009
| +1% | +$86.4K | 0.01% | 494 |
|
|
2023
Q1 | $5.83M | Buy |
67,491
+1,353
| +2% | +$116K | 0.01% | 464 |
|
|
2022
Q4 | $5.88M | Buy |
66,138
+16,597
| +34% | +$1.39M | 0.01% | 444 |
|
|
2022
Q3 | $3.99M | Buy |
49,541
+585
| +1% | +$53.4K | 0.01% | 491 |
|
|
2022
Q2 | $4.42M | Buy |
48,956
+5,534
| +13% | +$512K | 0.01% | 486 |
|
|
2022
Q1 | $4.07M | Buy |
43,422
+7,693
| +22% | +$674K | 0.01% | 505 |
|
|
2021
Q4 | $3.18M | Sell |
35,729
-925
| -3% | -$78.6K | 0.01% | 548 |
|
|
2021
Q3 | $2.97M | Buy |
36,654
+501
| +1% | +$42.7K | 0.01% | 560 |
|
|
2021
Q2 | $2.89M | Buy |
36,153
+4,997
| +16% | +$418K | 0.01% | 556 |
|
|
2021
Q1 | $2.54M | Buy |
31,156
+1,578
| +5% | +$118K | 0.01% | 627 |
|
|
2020
Q4 | $2.31M | Buy |
29,578
+1,305
| +5% | +$105K | 0.01% | 615 |
|
|
2020
Q3 | $2.24M | Sell |
28,273
-1,555
| -5% | -$122K | 0.01% | 530 |
|
|
2020
Q2 | $2.1M | Sell |
29,828
-1,685
| -5% | -$122K | 0.01% | 479 |
|
|
2020
Q1 | $2.29M | Sell |
31,513
-1,116
| -3% | -$88.5K | 0.01% | 391 |
|
|
2019
Q4 | $2.51M | Buy |
32,629
+1,809
| +6% | +$137K | 0.01% | 443 |
|
|
2019
Q3 | $2.47M | Sell |
30,820
-4,128
| -12% | -$317K | 0.01% | 436 |
|
|
2019
Q2 | $2.63M | Sell |
34,948
-173
| -0.5% | -$12.8K | 0.01% | 423 |
|
|
2019
Q1 | $2.58M | Buy |
35,121
+5,156
| +17% | +$359K | 0.01% | 399 |
|
|
2018
Q4 | $1.96M | Buy |
29,965
+1,804
| +6% | +$120K | 0.01% | 428 |
|
|
2018
Q3 | $1.78M | Buy |
28,161
+435
| +2% | +$27.4K | 0.01% | 515 |
|
|
2018
Q2 | $1.69M | Buy |
27,726
+2,789
| +11% | +$160K | 0.01% | 518 |
|
|
2018
Q1 | $1.41M | Buy |
24,937
+3,709
| +17% | +$205K | 0.01% | 567 |
|
|
2017
Q4 | $1.25M | Buy |
21,228
+188
| +0.9% | +$11.6K | 0.01% | 613 |
|
|
2017
Q3 | $1.22M | Buy |
21,040
+128
| +0.6% | +$7.4K | 0.01% | 626 |
|
|
2017
Q2 | $1.14M | Buy |
20,912
+2,584
| +14% | +$143K | 0.01% | 622 |
|
|
2017
Q1 | $1M | Sell |
18,328
-1,484
| -7% | -$79.4K | 0.01% | 675 |
|
|
2016
Q4 | $1.04M | Buy |
19,812
+1,603
| +9% | +$79.5K | 0.01% | 610 |
|
|
2016
Q3 | $896K | Buy |
18,209
+702
| +4% | +$35.8K | 0.01% | 640 |
|
|
2016
Q2 | $938K | Buy |
17,507
+1,867
| +12% | +$91.8K | 0.01% | 540 |
|
|
2016
Q1 | $784K | Sell |
15,640
-1,747
| -10% | -$80.6K | 0.01% | 571 |
|
|
2015
Q4 | $752K | Buy |
17,387
+3,769
| +28% | +$163K | 0.01% | 598 |
|
|
2015
Q3 | $576K | Sell |
13,618
-67
| -0.5% | -$2.7K | 0.01% | 682 |
|
|
2015
Q2 | $516K | Buy |
13,685
+1,399
| +11% | +$56.2K | ﹤0.01% | 655 |
|
|
2015
Q1 | $518K | Buy |
12,286
+2,006
| +20% | +$87.3K | ﹤0.01% | 725 |
|
|
2014
Q4 | $474K | Sell |
10,280
-10,332
| -50% | -$439K | ﹤0.01% | 720 |
|
|
2014
Q3 | $790K | Buy |
20,612
+1,427
| +7% | +$55.8K | 0.01% | 486 |
|
|
2014
Q2 | $784K | Sell |
19,185
-1,229
| -6% | -$49K | 0.01% | 468 |
|
|
2014
Q1 | $841K | Sell |
20,414
-2,147
| -10% | -$82.7K | 0.01% | 425 |
|
|
2013
Q4 | $816K | Buy |
22,561
+4,538
| +25% | +$163K | 0.01% | 363 |
|
|
2013
Q3 | $628K | Sell |
18,023
-719
| -4% | -$24.9K | 0.01% | 381 |
|
|
2013
Q2 | $645K | Buy |
+18,742
| New | +$655K | 0.02% | 340 |
|
Other funds holding AEE
VCM
VPM
