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Litman Gregory Wealth Management’s Ameren AEE Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$175K Buy
+1,750
New +$179K 0.01% 152
2025
Q2 		– Sell
-3,650
Closed -$366K – 139
2025
Q1 		$366K Buy
+3,650
New +$351K 0.03% 105
2024
Q3 		– Sell
-3,250
Closed -$231K – 140
2024
Q2 		$231K Sell
3,250
-500
-13% -$36.4K 0.02% 122
2024
Q1 		$277K Sell
3,750
-1,250
-25% -$88.9K 0.03% 114
2023
Q4 		$362K Hold
5,000
– – 0.03% 99
2023
Q3 		$374K Buy
+5,000
New +$408K 0.04% 94
2019
Q4 		– Sell
-34
Closed -$3K – 208
2019
Q3 		$3K Sell
34
-34
-50% -$2.61K ﹤0.01% 164
2019
Q2 		$5K Buy
+68
New +$5.01K ﹤0.01% 170

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return