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JNBA Financial Advisors’s Ameren AEE Stock Holding History

JNBA Financial 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
2024
Q4 		– Sell
-128
Closed -$11.2K – 649
2024
Q3 		$11.2K Hold
128
– – ﹤0.01% 451
2024
Q2 		$9.1K Hold
128
– – ﹤0.01% 463
2024
Q1 		$9.47K Hold
128
– – ﹤0.01% 473
2023
Q4 		$9.26K Buy
+128
New +$9.74K ﹤0.01% 477
2016
Q4 		– Sell
-3,155
Closed -$155K – 490
2016
Q3 		$155K Buy
+3,155
New +$161K 0.02% 271

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

JNBA Financial Advisors's AEE Position: Q4 2024 in Review

JNBA Financial Advisors sold out of Ameren (AEE) in Q4 2024, closing a stake of 128 shares — an estimated $11.2K sold.

JNBA Financial Advisors first reported a position in AEE in Q3 2016 and held it in 5 quarters. The position peaked at $155K in Q3 2016. 738 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • JNBA Financial Advisors reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 128 Ameren shares in Q4 2024, an estimated $11.2K.
  • JNBA Financial Advisors first reported a position in Ameren in Q3 2016 and held it in 5 quarters.
  • JNBA Financial Advisors's Ameren position peaked at $155K in Q3 2016.
  • 738 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on JNBA Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.