Executive Wealth Group’s Ameren AEE Stock Holding History

Executive Wealth Group’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
2024 Q1	$969K	Buy	13,539 +9,026	+200%	+$642K	0.2%	41
2023 Q4	$326K	Hold	4,513	–	–	0.21%	40
2023 Q3	$338K	Hold	4,513	–	–	0.24%	40
2023 Q2	$369K	Hold	4,513	–	–	0.25%	38
2023 Q1	$390K	Hold	4,513	–	–	0.28%	38
2022 Q4	$401K	Hold	4,513	–	–	0.31%	35
2022 Q3	$364K	Hold	4,513	–	–	0.31%	36
2022 Q2	$408K	Hold	4,513	–	–	0.32%	35
2022 Q1	$423K	Hold	4,513	–	–	0.28%	36
2021 Q4	$402K	Hold	4,513	–	–	0.25%	39
2021 Q3	$366K	Hold	4,513	–	–	0.22%	39
2021 Q2	$361K	Buy	+4,513	New	+$378K	0.21%	40

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Executive Wealth Group's AEE Position: Q1 2024 in Review

Executive Wealth Group increased its Ameren (AEE) stake by 200% in Q1 2024, buying an estimated $642K and bringing the position to 13,539 shares worth $969K. The position accounts for 0.2% of the portfolio, ranked #41.

Executive Wealth Group first reported a position in AEE in Q2 2021 and has held it in 12 quarters since. 662 funds tracked by Wall St. Rank hold AEE as of Q1 2024.

Executive Wealth Group held 13,539 shares of Ameren worth $969K as of Q1 2024.
Executive Wealth Group bought 9,026 Ameren shares in Q1 2024, an estimated $642K.
Ameren made up 0.2% of Executive Wealth Group's portfolio in Q1 2024, its #41 holding.
Executive Wealth Group first reported a position in Ameren in Q2 2021 and has held it in 12 quarters since.
662 funds tracked by Wall St. Rank held Ameren as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.