J.W. Cole Advisors’s Ameren AEE Stock Holding History

J.W. Cole 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
2025 Q3	$1.1M	Buy
2025 Q2	$952K	Buy
2025 Q1	$897K	Buy
2020 Q4	–	Sell
2020 Q3	$582K	Buy