Heritage Wealth Advisors’s Ameren AEE Stock Holding History

Heritage Wealth Advisors’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
2026 Q1	$44.8K	Buy	+408	New	+$43.6K	﹤0.01%	346
2023 Q3	–	Sell	-410	Closed	-$33.5K	–	525
2023 Q2	$33.5K	Hold	410	–	–	﹤0.01%	363
2023 Q1	$35.4K	Hold	410	–	–	﹤0.01%	355
2022 Q4	$36.5K	Hold	410	–	–	﹤0.01%	358
2022 Q3	$33K	Hold	410	–	–	﹤0.01%	337
2022 Q2	$37K	Hold	410	–	–	﹤0.01%	351
2022 Q1	$38K	Hold	410	–	–	﹤0.01%	341
2021 Q4	$36K	Hold	410	–	–	﹤0.01%	356
2021 Q3	$33.2K	Hold	410	–	–	﹤0.01%	355
2021 Q2	$32.8K	Hold	410	–	–	﹤0.01%	361
2021 Q1	$33.4K	Hold	410	–	–	﹤0.01%	371
2020 Q4	$32K	Hold	410	–	–	﹤0.01%	363
2020 Q3	$32.4K	Hold	410	–	–	﹤0.01%	310
2020 Q2	$28.8K	Hold	410	–	–	﹤0.01%	298
2020 Q1	$29.9K	Hold	410	–	–	0.01%	284
2019 Q4	$31.5K	Hold	410	–	–	﹤0.01%	339
2019 Q3	$32K	Hold	410	–	–	﹤0.01%	315
2019 Q2	$30.8K	Hold	410	–	–	﹤0.01%	297
2019 Q1	$30.2K	Hold	410	–	–	0.01%	265
2018 Q4	$26K	Hold	410	–	–	0.01%	241
2018 Q3	$25K	Buy	+410	New	+$25.8K	﹤0.01%	251

Other funds holding AEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Investment Management

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group

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