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ICA Group Wealth Management’s Ameren AEE Stock Holding History

ICA Group Wealth Management’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
Q2 		$70.5K Hold
992
– – 0.04% 206
2024
Q1 		$73.4K Sell
992
-220
-18% -$15.6K 0.01% 473
2023
Q4 		$87.7K Buy
+1,212
New +$92.2K 0.02% 385
2023
Q3 		– Sell
-1,327
Closed -$108K – 251
2023
Q2 		$108K Sell
1,327
-25
-2% -$2.14K 0.03% 320
2023
Q1 		$117K Buy
1,352
+79
+6% +$6.76K 0.03% 317
2022
Q4 		$111K Buy
+1,273
New +$107K 0.03% 345
2022
Q3 		– Sell
-2,070
Closed -$201K – 360
2022
Q2 		$201K Sell
2,070
-248
-11% -$23K 0.04% 366
2022
Q1 		$216K Buy
+2,318
New +$203K 0.04% 349

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

ICA Group Wealth Management's AEE Position: Q2 2024 in Review

ICA Group Wealth Management held its Ameren (AEE) position steady in Q2 2024 at 992 shares worth $70.5K. The position accounts for 0.04% of the portfolio, ranked #206.

ICA Group Wealth Management first reported a position in AEE in Q1 2022 and has held it in 8 quarters since. The position peaked at $216K in Q1 2022. 661 funds tracked by Wall St. Rank hold AEE as of Q2 2024.

  • ICA Group Wealth Management held 992 shares of Ameren worth $70.5K as of Q2 2024.
  • ICA Group Wealth Management left its Ameren share count unchanged in Q2 2024.
  • Ameren made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #206 holding.
  • ICA Group Wealth Management first reported a position in Ameren in Q1 2022 and has held it in 8 quarters since.
  • ICA Group Wealth Management's Ameren position peaked at $216K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Ameren as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.