Crewe Advisors’s Ameren AEE Stock Holding History

Crewe 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
2026 Q1	$3.41K	Buy	31 +18	+138%	+$1.93K	﹤0.01%	839
2025 Q4	$1.3K	Buy	+13	New	+$1.33K	﹤0.01%	951
2024 Q4	–	Sell	-261	Closed	-$22.8K	–	649
2024 Q3	$22.8K	Hold	261	–	–	﹤0.01%	386
2024 Q2	$18.6K	Sell	261 -34	-12%	-$2.47K	﹤0.01%	564
2024 Q1	$21.8K	Buy	+295	New	+$21K	﹤0.01%	479
2023 Q1	–	Sell	-59	Closed	-$5.25K	–	815
2022 Q4	$5.25K	Sell	59 -2	-3%	-$168	﹤0.01%	659
2022 Q3	$5K	Buy	61 +2	+3%	+$183	﹤0.01%	833
2022 Q2	$5K	Buy	+59	New	+$5.46K	﹤0.01%	740
2020 Q4	–	Sell	-18	Closed	-$1K	–	445
2020 Q3	$1K	Buy	+18	New	+$1.41K	﹤0.01%	551
2018 Q2	–	Sell	-420	Closed	-$24K	–	254
2018 Q1	$24K	Buy	+420	New	+$23.3K	0.02%	171

Other funds holding AEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return