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IEQ Capital’s Ameren AEE Stock Holding History

IEQ 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
2024
Q4 		– Sell
-5,524
Closed -$483K – 1327
2024
Q3 		$483K Buy
5,524
+1,222
+28% +$97.9K 0.01% 764
2024
Q2 		$306K Sell
4,302
-2,054
-32% -$149K ﹤0.01% 795
2024
Q1 		$470K Sell
6,356
-1,942
-23% -$138K 0.01% 641
2023
Q4 		$600K Sell
8,298
-6,382
-43% -$485K 0.01% 533
2023
Q3 		$1.1M Sell
14,680
-1,243
-8% -$101K 0.02% 384
2023
Q2 		$1.3M Sell
15,923
-55
-0.3% -$4.71K 0.03% 337
2023
Q1 		$1.38M Buy
15,978
+1,058
+7% +$90.6K 0.03% 318
2022
Q4 		$1.33M Buy
14,920
+2,720
+22% +$229K 0.04% 310
2022
Q3 		$983K Buy
12,200
+8,836
+263% +$807K 0.03% 370
2022
Q2 		$304K Buy
3,364
+106
+3% +$9.81K 0.01% 604
2022
Q1 		$305K Buy
3,258
+430
+15% +$37.7K 0.01% 633
2021
Q4 		$252K Buy
2,828
+51
+2% +$4.33K 0.01% 634
2021
Q3 		$225K Buy
+2,777
New +$237K 0.01% 642

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IEQ Capital's AEE Position: Q4 2024 in Review

IEQ Capital sold out of Ameren (AEE) in Q4 2024, closing a stake of 5,524 shares — an estimated $483K sold.

IEQ Capital first reported a position in AEE in Q3 2021 and held it in 13 quarters. The position peaked at $1.38M in Q1 2023. 738 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • IEQ Capital reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 5,524 Ameren shares in Q4 2024, an estimated $483K.
  • IEQ Capital first reported a position in Ameren in Q3 2021 and held it in 13 quarters.
  • IEQ Capital's Ameren position peaked at $1.38M in Q1 2023.
  • 738 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.