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EP Wealth Advisors’s Ameren AEE Stock Holding History

EP Wealth Advisors’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$337K Buy
3,507
+637
+22% +$61.2K ﹤0.01% 949
2025
Q1 		$288K Buy
2,870
+608
+27% +$61K ﹤0.01% 928
2024
Q4 		$202K Sell
2,262
-1,011
-31% -$90.1K ﹤0.01% 1082
2024
Q3 		$286K Buy
+3,273
New +$286K ﹤0.01% 879