Formidable Asset Management’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,306
Closed -$202K 374
2024
Q3
$202K Buy
+2,306
New +$185K 0.03% 348
2023
Q1
Sell
-2,306
Closed -$205K 321
2022
Q4
$205K Sell
2,306
-2,000
-46% -$168K 0.05% 276
2022
Q3
$342K Hold
4,306
0.08% 203
2022
Q2
$389K Hold
4,306
0.09% 199
2022
Q1
$404K Hold
4,306
0.08% 209
2021
Q4
$379K Sell
4,306
-1,500
-26% -$127K 0.07% 220
2021
Q3
$470K Hold
5,806
0.09% 204
2021
Q2
$494K Buy
+5,806
New +$486K 0.11% 176

Other funds holding AEE

Formidable Asset Management's AEE Position: Q4 2024 in Review

Formidable Asset Management sold out of Ameren (AEE) in Q4 2024, closing a stake of 2,306 shares — an estimated $202K sold.

Formidable Asset Management first reported a position in AEE in Q2 2021 and held it in 8 quarters. The position peaked at $494K in Q2 2021. 738 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • Formidable Asset Management reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • Formidable Asset Management sold 2,306 Ameren shares in Q4 2024, an estimated $202K.
  • Formidable Asset Management first reported a position in Ameren in Q2 2021 and held it in 8 quarters.
  • Formidable Asset Management's Ameren position peaked at $494K in Q2 2021.
  • 738 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on Formidable Asset Management's 13F filing for Q4 2024, filed 19 Feb 2025.