LMKC
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L.M. Kohn & Company’s Ameren AEE Stock Holding History

L.M. Kohn & Company’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 		– Sell
-3,007
Closed -$289K – 124
2025
Q2 		$289K Buy
3,007
+176
+6% +$17.1K 0.08% 214
2025
Q1 		$284K Hold
2,831
– – 0.07% 208
2024
Q4 		$252K Hold
2,831
– – 0.07% 218
2024
Q3 		$248K Hold
2,831
– – 0.06% 235
2024
Q2 		$201K Hold
2,831
– – 0.05% 255
2024
Q1 		$209K Hold
2,831
– – 0.06% 245
2023
Q4 		$205K Buy
+2,831
New +$215K 0.07% 222

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

L.M. Kohn & Company's AEE Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Ameren (AEE) in Q3 2025, closing a stake of 3,007 shares — an estimated $289K sold.

L.M. Kohn & Company first reported a position in AEE in Q4 2023 and held it in 7 quarters. The position peaked at $289K in Q2 2025. 824 funds tracked by Wall St. Rank hold AEE as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Ameren position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,007 Ameren shares in Q3 2025, an estimated $289K.
  • L.M. Kohn & Company first reported a position in Ameren in Q4 2023 and held it in 7 quarters.
  • L.M. Kohn & Company's Ameren position peaked at $289K in Q2 2025.
  • 824 funds tracked by Wall St. Rank held Ameren as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.