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Marcum Wealth’s Ameren AEE Stock Holding History

Marcum Wealth’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
Q1 		$289K Sell
2,883
-2
-0.1% -$193 0.03% 289
2024
Q4 		$257K Buy
2,885
+74
+3% +$6.63K 0.02% 314
2024
Q3 		$246K Sell
2,811
-125
-4% -$10K 0.02% 328
2024
Q2 		$209K Buy
2,936
+28
+1% +$2.04K 0.02% 333
2024
Q1 		$215K Buy
+2,908
New +$207K 0.02% 329
2023
Q1 		– Sell
-2,437
Closed -$217K – 403
2022
Q4 		$217K Sell
2,437
-73
-3% -$6.13K 0.03% 296
2022
Q3 		$202K Buy
2,510
+27
+1% +$2.46K 0.03% 303
2022
Q2 		$224K Buy
+2,483
New +$230K 0.03% 281

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Marcum Wealth's AEE Position: Q1 2025 in Review

Marcum Wealth reduced its Ameren (AEE) stake by 0.07% in Q1 2025, selling an estimated $193 and leaving 2,883 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #289.

Marcum Wealth first reported a position in AEE in Q2 2022 and has held it in 8 quarters since. 809 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

  • Marcum Wealth held 2,883 shares of Ameren worth $289K as of Q1 2025.
  • Marcum Wealth sold 2 Ameren shares in Q1 2025, an estimated $193.
  • Ameren made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #289 holding.
  • Marcum Wealth first reported a position in Ameren in Q2 2022 and has held it in 8 quarters since.
  • 809 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.