Financial Gravity Asset Management’s Ameren AEE Stock Holding History

Financial Gravity Asset Management’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
2025 Q4	–	Sell	-49	Closed	-$5.12K	–	769
2025 Q3	$5.12K	Buy	+49	New	+$4.89K	﹤0.01%	676
2024 Q2	–	Sell	-27	Closed	-$2.01K	–	1426
2024 Q1	$2.01K	Buy	27 +21	+350%	+$1.49K	﹤0.01%	1093
2023 Q4	$602	Buy	6 +3	+100%	+$228	﹤0.01%	1123
2023 Q3	$307	Sell	3 -79	-96%	-$6.44K	﹤0.01%	877
2023 Q2	$220	Buy	+82	New	+$7.02K	﹤0.01%	1165
2023 Q1	–	Sell	-89	Closed	-$316	–	1124
2022 Q4	$316	Buy	+89	New	+$7.48K	﹤0.01%	867
2019 Q4	–	Hold	0	–	–	–	1369
2019 Q3	–	Sell	-4	Closed	-$307	–	1179
2019 Q2	$0	Sell	4 -6	-60%	-$442	﹤0.01%	1209
2019 Q1	$1K	Buy	+10	New	+$697	﹤0.01%	1023
2018 Q3	$0	Buy	+5	New	+$315	﹤0.01%	1365
2018 Q2	–	Sell	-48	Closed	-$3K	–	1391
2018 Q1	$3K	Buy	+48	New	+$2.66K	﹤0.01%	819

Other funds holding AEE

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

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

T. Rowe Price Investment Management

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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group

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