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 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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BlackRock New York $5.7T 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 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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group

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