Kovitz Investment Group Partners’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
2,962
+221
+8% +$21.2K ﹤0.01% 1156
2025
Q1
$275K Buy
2,741
+143
+6% +$14.4K ﹤0.01% 1073
2024
Q4
$232K Buy
+2,598
New +$232K ﹤0.01% 1112