FORA Capital’s Ameren AEE Stock Holding History

FORA Capital’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 Q3	–	Sell	-5,526	Closed	-$531K	–	463
2025 Q2	$531K	Buy	+5,526	New	+$536K	0.06%	318
2024 Q3	–	Sell	-10,739	Closed	-$764K	–	426
2024 Q2	$764K	Buy	+10,739	New	+$781K	0.09%	244
2024 Q1	–	Sell	-8,879	Closed	-$642K	–	393
2023 Q4	$642K	Sell	8,879 -2,443	-22%	-$186K	0.06%	302
2023 Q3	$847K	Sell	11,322 -5,199	-31%	-$424K	0.07%	265
2023 Q2	$1.35M	Buy	+16,521	New	+$1.42M	0.19%	135
2022 Q2	–	Sell	-22,594	Closed	-$2.12M	–	409
2022 Q1	$2.12M	Buy	22,594 +18,658	+474%	+$1.63M	0.38%	71
2021 Q4	$350K	Sell	3,936 -1,515	-28%	-$129K	0.14%	201
2021 Q3	$442K	Buy	+5,451	New	+$465K	0.11%	217
2021 Q1	–	Sell	-6,495	Closed	-$507K	–	742
2020 Q4	$507K	Buy	6,495 +5,464	+530%	+$438K	0.08%	280
2020 Q3	$82K	Sell	1,031 -1,825	-64%	-$143K	0.05%	344
2020 Q2	$201K	Sell	2,856 -7,593	-73%	-$550K	0.07%	338
2020 Q1	$761K	Sell	10,449 -22,702	-68%	-$1.8M	0.16%	162
2019 Q4	$2.55M	Buy	+33,151	New	+$2.52M	0.26%	100

Other funds holding AEE

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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 $1.02T AUM 30.18% 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