Fiduciary Financial Group’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-2,107
Closed -$220K – 331
2025
Q3
$220K Buy
2,107
+13
+0.6% +$1.3K 0.03% 300
2025
Q2
$202K Buy
+2,094
New +$203K 0.04% 294
2025
Q1
– Sell
-2,382
Closed -$210K – 285
2024
Q4
$210K Sell
2,382
-313
-12% -$28K 0.05% 268
2024
Q3
$234K Buy
+2,695
New +$216K 0.05% 237

Other funds holding AEE

Fiduciary Financial Group's AEE Position: Q4 2025 in Review

Fiduciary Financial Group sold out of Ameren (AEE) in Q4 2025, closing a stake of 2,107 shares — an estimated $220K sold.

Fiduciary Financial Group first reported a position in AEE in Q3 2024 and held it in 4 quarters. The position peaked at $234K in Q3 2024. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

  • Fiduciary Financial Group reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 2,107 Ameren shares in Q4 2025, an estimated $220K.
  • Fiduciary Financial Group first reported a position in Ameren in Q3 2024 and held it in 4 quarters.
  • Fiduciary Financial Group's Ameren position peaked at $234K in Q3 2024.
  • 880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Fiduciary Financial Group's 13F filing for Q4 2025, filed 12 Jan 2026.