Fulcrum 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
2026
Q1
$875K Sell
7,980
-32,794
-80% -$3.51M 0.13% 112
2025
Q4
$4.11M Buy
40,774
+6,271
+18% +$643K 1.14% 22
2025
Q3
$3.6M Buy
34,503
+3,507
+11% +$350K 1% 26
2025
Q2
$2.98M Buy
+30,996
New +$3.01M 0.85% 34
2025
Q1
Hold
0
213
2022
Q1
Hold
0
128
2021
Q4
Hold
0
138
2021
Q3
Hold
0
139
2021
Q2
Hold
0
-$746K 156
2021
Q1
Hold
0
65
2020
Q4
Hold
0
25
2020
Q3
Sell
-39,873
Closed -$3M 126
2020
Q2
$3M Buy
+39,873
New +$2.89M 1.01% 25

Other funds holding AEE