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First Trust Direct Indexing’s Ameren AEE Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-10,027
Closed -$877K – 19
2024
Q3 		$877K Buy
10,027
+3,883
+63% +$311K 0.05% 385
2024
Q2 		$437K Buy
6,144
+2,729
+80% +$198K 0.03% 535
2024
Q1 		$253K Buy
3,415
+71
+2% +$5.05K 0.02% 655
2023
Q4 		$242K Buy
3,344
+100
+3% +$7.61K 0.02% 648
2023
Q3 		$243K Sell
3,244
-5,071
-61% -$413K 0.03% 585
2023
Q2 		$679K Buy
8,315
+3,297
+66% +$282K 0.08% 313
2023
Q1 		$434K Buy
5,018
+1,166
+30% +$99.8K 0.05% 443
2022
Q4 		$343K Buy
+3,852
New +$324K 0.05% 472
2021
Q1 		– Sell
-138
Closed -$11K – 403
2020
Q4 		$11K Buy
+138
New +$11.1K ﹤0.01% 913

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Direct Indexing's AEE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Ameren (AEE) in Q4 2024, closing a stake of 10,027 shares — an estimated $877K sold.

First Trust Direct Indexing first reported a position in AEE in Q4 2020 and held it in 9 quarters. The position peaked at $877K in Q3 2024. 738 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,027 Ameren shares in Q4 2024, an estimated $877K.
  • First Trust Direct Indexing first reported a position in Ameren in Q4 2020 and held it in 9 quarters.
  • First Trust Direct Indexing's Ameren position peaked at $877K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.