Moneta Group Investment Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3M | Buy |
148,466
+2,303
| +2% | +$246K | 0.12% | 84 |
|
|
2025
Q4 | $14.6M | Buy |
146,163
+939
| +0.6% | +$96.3K | 0.11% | 89 |
|
|
2025
Q3 | $15.2M | Sell |
145,224
-4,325
| -3% | -$432K | 0.12% | 85 |
|
|
2025
Q2 | $14.4M | Buy |
149,549
+29,154
| +24% | +$2.83M | 0.17% | 76 |
|
|
2025
Q1 | $12.1M | Buy |
120,395
+1,450
| +1% | +$140K | 0.17% | 80 |
|
|
2024
Q4 | $10.6M | Buy |
118,945
+36,127
| +44% | +$3.24M | 0.15% | 89 |
|
|
2024
Q3 | $7.24M | Buy |
82,818
+3,278
| +4% | +$263K | 0.11% | 109 |
|
|
2024
Q2 | $5.66M | Sell |
79,540
-13,789
| -15% | -$1M | 0.09% | 116 |
|
|
2024
Q1 | $6.9M | Buy |
93,329
+4,748
| +5% | +$338K | 0.11% | 103 |
|
|
2023
Q4 | $6.41M | Sell |
88,581
-441
| -0.5% | -$33.5K | 0.13% | 90 |
|
|
2023
Q3 | $6.66M | Buy |
89,022
+3,752
| +4% | +$306K | 0.15% | 79 |
|
|
2023
Q2 | $6.96M | Buy |
85,270
+1,679
| +2% | +$144K | 0.15% | 78 |
|
|
2023
Q1 | $7.22M | Buy |
83,591
+4,628
| +6% | +$396K | 0.17% | 78 |
|
|
2022
Q4 | $6.86M | Buy |
78,963
+5,406
| +7% | +$454K | 0.19% | 80 |
|
|
2022
Q3 | $5.92M | Buy |
73,557
+1,700
| +2% | +$155K | 0.23% | 82 |
|
|
2022
Q2 | $6.49M | Buy |
71,857
+18,551
| +35% | +$1.72M | 0.22% | 80 |
|
|
2022
Q1 | $5M | Sell |
53,306
-1,193
| -2% | -$104K | 0.2% | 84 |
|
|
2021
Q4 | $4.85M | Buy |
54,499
+41,573
| +322% | +$3.53M | 0.2% | 84 |
|
|
2021
Q3 | $1.05M | Buy |
12,926
+5,717
| +79% | +$488K | 0.05% | 191 |
|
|
2021
Q2 | $577K | Buy |
7,209
+228
| +3% | +$19.1K | 0.03% | 260 |
|
|
2021
Q1 | $568K | Buy |
6,981
+896
| +15% | +$67.1K | 0.03% | 241 |
|
|
2020
Q4 | $475K | Sell |
6,085
-579
| -9% | -$46.4K | 0.03% | 200 |
|
|
2020
Q3 | $527K | Sell |
6,664
-528
| -7% | -$41.4K | 0.05% | 160 |
|
|
2020
Q2 | $506K | Buy |
7,192
+1,068
| +17% | +$77.4K | 0.05% | 156 |
|
|
2020
Q1 | $446K | Buy |
6,124
+1,059
| +21% | +$84K | 0.05% | 157 |
|
|
2019
Q4 | $389K | Sell |
5,065
-269
| -5% | -$20.4K | 0.03% | 187 |
|
|
2019
Q3 | $427K | Buy |
5,334
+554
| +12% | +$42.5K | 0.04% | 178 |
|
|
2019
Q2 | $359K | Sell |
4,780
-5,607
| -54% | -$413K | 0.04% | 178 |
|
|
2019
Q1 | $764K | Buy |
10,387
+6,156
| +145% | +$429K | 0.08% | 116 |
|
|
2018
Q4 | $276K | Buy |
4,231
+235
| +6% | +$15.7K | 0.03% | 179 |
|
|
2018
Q3 | $253K | Sell |
3,996
-4,667
| -54% | -$294K | 0.03% | 195 |
|
|
2018
Q2 | $527K | Sell |
8,663
-101,609
| -92% | -$5.84M | 0.06% | 167 |
|
|
2018
Q1 | $375K | Buy |
110,272
+99,277
| +903% | +$5.5M | 0.05% | 143 |
|
|
2017
Q4 | $649K | Sell |
10,995
-334
| -3% | -$20.5K | 0.1% | 103 |
|
|
2017
Q3 | $655K | Buy |
+11,329
| New | +$655K | 0.1% | 97 |
|
|
2015
Q4 | – | Sell |
-2,397
| Closed | -$101K | – | 143 |
|
|
2015
Q3 | $101K | Sell |
2,397
-7,513
| -76% | -$303K | 0.03% | 178 |
|
|
2015
Q2 | $373K | Buy |
+9,910
| New | +$398K | 0.11% | 90 |
|
Other funds holding AEE
VCM
VPM
