Lee Financial’s Ameren AEE Stock Holding History

Lee Financial’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 Q1	–	Sell	-27	Closed	-$1.95K	–	161
2023 Q4	$1.95K	Sell	27 -590	-96%	-$44.9K	﹤0.01%	752
2023 Q3	$46.2K	Hold	617	–	–	0.01%	228
2023 Q2	$50.4K	Sell	617 -24	-4%	-$2.06K	0.01%	222
2023 Q1	$55.4K	Hold	641	–	–	0.01%	225
2022 Q4	$57K	Buy	641 +24	+4%	+$2.02K	0.01%	244
2022 Q3	$50K	Hold	617	–	–	0.01%	250
2022 Q2	$56K	Hold	617	–	–	0.01%	236
2022 Q1	$58K	Hold	617	–	–	0.01%	227
2021 Q4	$55K	Hold	617	–	–	0.01%	244
2021 Q3	$50K	Hold	617	–	–	0.01%	224
2021 Q2	$49K	Hold	617	–	–	0.01%	231
2021 Q1	$50K	Hold	617	–	–	0.01%	231
2020 Q4	$48K	Hold	617	–	–	0.01%	214
2020 Q3	$49K	Hold	617	–	–	0.01%	235
2020 Q2	$43K	Hold	617	–	–	0.01%	219
2020 Q1	$45K	Hold	617	–	–	0.01%	181
2019 Q4	$47K	Hold	617	–	–	0.01%	192
2019 Q3	$49K	Hold	617	–	–	0.01%	192
2019 Q2	$46K	Hold	617	–	–	0.01%	205
2019 Q1	$45K	Hold	617	–	–	0.01%	196
2018 Q4	$40K	Sell	617 -2,000	-76%	-$133K	0.01%	192
2018 Q3	$165K	Hold	2,617	–	–	0.04%	137
2018 Q2	$159K	Hold	2,617	–	–	0.04%	177
2018 Q1	$148K	Hold	2,617	–	–	0.04%	175
2017 Q4	$154K	Hold	2,617	–	–	0.04%	129
2017 Q3	$151K	Hold	2,617	–	–	0.05%	122
2017 Q2	$143K	Hold	2,617	–	–	0.05%	127
2017 Q1	$143K	Hold	2,617	–	–	0.06%	120
2016 Q4	$137K	Buy	+2,617	New	+$130K	0.08%	121

Other funds holding AEE

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Lee Financial's AEE Position: Q1 2024 in Review

Lee Financial sold out of Ameren (AEE) in Q1 2024, closing a stake of 27 shares — an estimated $1.95K sold.

Lee Financial first reported a position in AEE in Q4 2016 and held it in 29 quarters. The position peaked at $165K in Q3 2018. 662 funds tracked by Wall St. Rank hold AEE as of Q1 2024.

Lee Financial reported no remaining Ameren position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 27 Ameren shares in Q1 2024, an estimated $1.95K.
Lee Financial first reported a position in Ameren in Q4 2016 and held it in 29 quarters.
Lee Financial's Ameren position peaked at $165K in Q3 2018.
662 funds tracked by Wall St. Rank held Ameren as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.