LMIM
AEE icon

Lockheed Martin Investment Management’s Ameren AEE Stock Holding History

Lockheed Martin Investment 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
2024
Q3 		– Sell
-7,800
Closed -$555K – 105
2024
Q2 		$555K Sell
7,800
-5,400
-41% -$393K 0.03% 123
2024
Q1 		$1.04M Sell
13,200
-2,000
-13% -$142K 0.08% 114
2023
Q4 		$1.18M Sell
15,200
-1,700
-10% -$129K 0.08% 109
2023
Q3 		$1.34M Hold
16,900
– – 0.1% 98
2023
Q2 		$1.38M Buy
16,900
+1,700
+11% +$146K 0.08% 97
2023
Q1 		$1.31M Hold
15,200
– – 0.07% 100
2022
Q4 		$1.35M Buy
15,200
+600
+4% +$50.4K 0.09% 103
2022
Q3 		$1.18M Sell
14,600
-2,900
-17% -$265K 0.09% 98
2022
Q2 		$1.58M Sell
17,500
-6,600
-27% -$611K 0.11% 102
2022
Q1 		$2.26M Sell
24,100
-4,300
-15% -$377K 0.12% 105
2021
Q4 		$2.53M Buy
+28,400
New +$2.41M 0.14% 107

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lockheed Martin Investment Management's AEE Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of Ameren (AEE) in Q3 2024, closing a stake of 7,800 shares — an estimated $555K sold.

Lockheed Martin Investment Management first reported a position in AEE in Q4 2021 and held it in 11 quarters. The position peaked at $2.53M in Q4 2021. 682 funds tracked by Wall St. Rank hold AEE as of Q3 2024.

  • Lockheed Martin Investment Management reported no remaining Ameren position as of Q3 2024 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 7,800 Ameren shares in Q3 2024, an estimated $555K.
  • Lockheed Martin Investment Management first reported a position in Ameren in Q4 2021 and held it in 11 quarters.
  • Lockheed Martin Investment Management's Ameren position peaked at $2.53M in Q4 2021.
  • 682 funds tracked by Wall St. Rank held Ameren as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.