Lee, Danner & Bass’s Ameren AEE Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-425	Closed	-$37.9K	–	231
2024 Q4	$37.9K	Buy	+425	New	+$38.1K	﹤0.01%	378
2019 Q4	–	Sell	-3,095	Closed	-$248K	–	176
2019 Q3	$248K	Buy	+3,095	New	+$238K	0.03%	166

Other funds holding AEE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lee, Danner & Bass's AEE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Ameren (AEE) in Q1 2025, closing a stake of 425 shares — an estimated $37.9K sold.

Lee, Danner & Bass first reported a position in AEE in Q3 2019 and held it in 2 quarters. The position peaked at $248K in Q3 2019. 808 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

Lee, Danner & Bass reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 425 Ameren shares in Q1 2025, an estimated $37.9K.
Lee, Danner & Bass first reported a position in Ameren in Q3 2019 and held it in 2 quarters.
Lee, Danner & Bass's Ameren position peaked at $248K in Q3 2019.
808 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.