Kelly Financial Services’s Ameren AEE Stock Holding History

Kelly Financial Services’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
2023 Q3	–	Sell	-500	Closed	-$40.8K	–	768
2023 Q2	$40.8K	Hold	500	–	–	0.02%	210
2023 Q1	$43.2K	Hold	500	–	–	0.02%	198
2022 Q4	$44.5K	Hold	500	–	–	0.02%	189
2022 Q3	$40.3K	Hold	500	–	–	0.02%	175
2022 Q2	$45.2K	Hold	500	–	–	0.02%	172
2022 Q1	$46.9K	Hold	500	–	–	0.02%	183
2021 Q4	$44.5K	Hold	500	–	–	0.02%	192
2021 Q3	$40.5K	Hold	500	–	–	0.02%	180
2021 Q2	$40K	Hold	500	–	–	0.02%	186
2021 Q1	$40.7K	Hold	500	–	–	0.03%	147
2020 Q4	$39K	Hold	500	–	–	0.03%	135
2020 Q3	$39.5K	Hold	500	–	–	0.03%	115
2020 Q2	$35.2K	Hold	500	–	–	0.03%	116
2020 Q1	$36.4K	Hold	500	–	–	0.04%	98
2019 Q4	$38.4K	Hold	500	–	–	0.03%	103
2019 Q3	$40K	Hold	500	–	–	0.04%	92
2019 Q2	$37.6K	Hold	500	–	–	0.03%	99
2019 Q1	$36.8K	Buy	+500	New	+$34.8K	0.04%	100

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kelly Financial Services's AEE Position: Q3 2023 in Review

Kelly Financial Services sold out of Ameren (AEE) in Q3 2023, closing a stake of 500 shares — an estimated $40.8K sold.

Kelly Financial Services first reported a position in AEE in Q1 2019 and held it in 18 quarters. The position peaked at $46.9K in Q1 2022. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

Kelly Financial Services reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
Kelly Financial Services sold 500 Ameren shares in Q3 2023, an estimated $40.8K.
Kelly Financial Services first reported a position in Ameren in Q1 2019 and held it in 18 quarters.
Kelly Financial Services's Ameren position peaked at $46.9K in Q1 2022.
669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.