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Legacy Wealth Management (Mississippi)’s Ameren AEE Stock Holding History

Legacy Wealth Management (Mississippi)’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
2023
Q4 		– Sell
-11,645
Closed -$871K – 71
2023
Q3 		$871K Buy
+11,645
New +$949K 0.45% 49

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s AEE Position: Q4 2023 in Review

Legacy Wealth Management (Mississippi) sold out of Ameren (AEE) in Q4 2023, closing a stake of 11,645 shares — an estimated $871K sold.

Legacy Wealth Management (Mississippi) first reported a position in AEE in Q3 2023 and held it in 1 quarter. The position peaked at $871K in Q3 2023. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

  • Legacy Wealth Management (Mississippi) reported no remaining Ameren position as of Q4 2023 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 11,645 Ameren shares in Q4 2023, an estimated $871K.
  • Legacy Wealth Management (Mississippi) first reported a position in Ameren in Q3 2023 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Ameren position peaked at $871K in Q3 2023.
  • 680 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2023, filed 12 Dec 2024.