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Mirabella Financial Services’s Ameren AEE Stock Holding History

Mirabella Financial Services’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
Q1 		– Sell
-15,465
Closed -$1.12M – 493
2023
Q4 		$1.12M Sell
15,465
-9,579
-38% -$729K 0.15% 131
2023
Q3 		$1.87M Buy
+25,044
New +$2.04M 0.26% 105
2022
Q4 		– Sell
-6,402
Closed -$528K – 381
2022
Q3 		$528K Sell
6,402
-4,387
-41% -$400K 0.05% 162
2022
Q2 		$975K Buy
10,789
+7,585
+237% +$702K 0.1% 169
2022
Q1 		$300K Sell
3,204
-565
-15% -$49.5K 0.03% 328
2021
Q4 		$335K Sell
3,769
-2,113
-36% -$180K 0.03% 287
2021
Q3 		$476K Buy
5,882
+3,039
+107% +$259K 0.06% 242
2021
Q2 		$228K Buy
+2,843
New +$238K 0.04% 252

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Mirabella Financial Services's AEE Position: Q1 2024 in Review

Mirabella Financial Services sold out of Ameren (AEE) in Q1 2024, closing a stake of 15,465 shares — an estimated $1.12M sold.

Mirabella Financial Services first reported a position in AEE in Q2 2021 and held it in 8 quarters. The position peaked at $1.87M in Q3 2023. 662 funds tracked by Wall St. Rank hold AEE as of Q1 2024.

  • Mirabella Financial Services reported no remaining Ameren position as of Q1 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 15,465 Ameren shares in Q1 2024, an estimated $1.12M.
  • Mirabella Financial Services first reported a position in Ameren in Q2 2021 and held it in 8 quarters.
  • Mirabella Financial Services's Ameren position peaked at $1.87M in Q3 2023.
  • 662 funds tracked by Wall St. Rank held Ameren as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.