Mascoma Wealth Management’s Ameren AEE Stock Holding History

Mascoma 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 Q1	–	Sell	-54	Closed	-$4.81K	–	497
2024 Q4	$4.81K	Buy	+54	New	+$4.84K	﹤0.01%	411

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mascoma Wealth Management's AEE Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Ameren (AEE) in Q1 2025, closing a stake of 54 shares — an estimated $4.81K sold.

Mascoma Wealth Management first reported a position in AEE in Q4 2024 and held it in 1 quarter. The position peaked at $4.81K in Q4 2024. 808 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

Mascoma Wealth Management reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 54 Ameren shares in Q1 2025, an estimated $4.81K.
Mascoma Wealth Management first reported a position in Ameren in Q4 2024 and held it in 1 quarter.
Mascoma Wealth Management's Ameren position peaked at $4.81K in Q4 2024.
808 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.