MFG
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Magnus Financial Group’s Ameren AEE Stock Holding History

Magnus Financial Group’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
Q1 		– Sell
-2,395
Closed -$213K – 279
2022
Q4 		$213K Buy
+2,395
New +$201K 0.03% 245
2022
Q3 		– Sell
-2,366
Closed -$214K – 255
2022
Q2 		$214K Buy
2,366
+18
+0.8% +$1.67K 0.04% 253
2022
Q1 		$220K Buy
2,348
+14
+0.6% +$1.23K 0.04% 260
2021
Q4 		$208K Buy
+2,334
New +$198K 0.04% 240
2021
Q1 		– Sell
-2,849
Closed -$222K – 236
2020
Q4 		$222K Buy
2,849
+42
+1% +$3.37K 0.02% 280
2020
Q3 		$222K Buy
+2,807
New +$220K 0.03% 243
2020
Q2 		– Sell
-2,781
Closed -$203K – 683
2020
Q1 		$203K Buy
2,781
+19
+0.7% +$1.51K 0.03% 459
2019
Q4 		$212K Buy
2,762
+25
+0.9% +$1.9K 0.03% 475
2019
Q3 		$219K Buy
2,737
+13
+0.5% +$998 0.04% 408
2019
Q2 		$205K Buy
+2,724
New +$201K 0.04% 455

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Magnus Financial Group's AEE Position: Q1 2023 in Review

Magnus Financial Group sold out of Ameren (AEE) in Q1 2023, closing a stake of 2,395 shares — an estimated $213K sold.

Magnus Financial Group first reported a position in AEE in Q2 2019 and held it in 10 quarters. The position peaked at $222K in Q4 2020. 673 funds tracked by Wall St. Rank hold AEE as of Q1 2023.

  • Magnus Financial Group reported no remaining Ameren position as of Q1 2023 after selling out during the quarter.
  • Magnus Financial Group sold 2,395 Ameren shares in Q1 2023, an estimated $213K.
  • Magnus Financial Group first reported a position in Ameren in Q2 2019 and held it in 10 quarters.
  • Magnus Financial Group's Ameren position peaked at $222K in Q4 2020.
  • 673 funds tracked by Wall St. Rank held Ameren as of Q1 2023.

Based on Magnus Financial Group's 13F filing for Q1 2023, filed 10 May 2023.