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Legacy Financial Advisors’s Ameren AEE Stock Holding History

Legacy Financial Advisors’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
2026
Q1 		$285K Buy
2,597
+46
+2% +$4.92K 0.04% 337
2025
Q4 		$255K Sell
2,551
-70
-3% -$7.18K 0.04% 344
2025
Q3 		$274K Buy
2,621
+2
+0.1% +$200 0.04% 346
2025
Q2 		$252K Buy
2,619
+3
+0.1% +$291 0.04% 301
2025
Q1 		$263K Buy
2,616
+64
+3% +$6.16K 0.04% 293
2024
Q4 		$227K Buy
2,552
+41
+2% +$3.67K 0.04% 310
2024
Q3 		$220K Buy
+2,511
New +$201K 0.04% 325
2019
Q2 		– Sell
-361
Closed -$27K – 132
2019
Q1 		$27K Sell
361
-179
-33% -$12.5K 0.01% 393
2018
Q4 		$35K Hold
540
– – 0.01% 299
2018
Q3 		$34K Hold
540
– – 0.01% 292
2018
Q2 		$33K Buy
540
+179
+50% +$10.3K 0.01% 296
2018
Q1 		$20K Hold
361
– – 0.01% 364
2017
Q4 		$21K Buy
+361
New +$22.2K 0.01% 354

Other funds holding AEE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return