MFW
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Mosaic Family Wealth’s Ameren AEE Stock Holding History

Mosaic Family 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
2021
Q4 		$892K Buy
10,027
+1,219
+14% +$104K 0.23% 66
2021
Q3 		$713K Buy
8,808
+683
+8% +$58.3K 0.2% 80
2021
Q2 		$650K Buy
8,125
+16
+0.2% +$1.34K 0.19% 77
2021
Q1 		$660K Buy
8,109
+168
+2% +$12.6K 0.19% 74
2020
Q4 		$620K Buy
7,941
+16
+0.2% +$1.28K 0.21% 70
2020
Q3 		$627K Buy
7,925
+15
+0.2% +$1.18K 0.24% 61
2020
Q2 		$557K Buy
7,910
+18
+0.2% +$1.3K 0.23% 58
2020
Q1 		$575K Buy
7,892
+38
+0.5% +$3.01K 0.29% 57
2019
Q4 		$603K Sell
7,854
-4
-0.1% -$304 0.24% 65
2019
Q3 		$629K Buy
7,858
+12
+0.2% +$921 0.26% 62
2019
Q2 		$589K Buy
7,846
+13
+0.2% +$959 0.25% 64
2019
Q1 		$576K Buy
7,833
+13
+0.2% +$906 0.23% 65
2018
Q4 		$510K Buy
7,820
+15
+0.2% +$1K 0.21% 65
2018
Q3 		$537K Sell
7,805
-251
-3% -$15.8K 0.22% 68
2018
Q2 		$490K Sell
8,056
-396
-5% -$22.8K 0.19% 77
2018
Q1 		$479K Buy
8,452
+116
+1% +$6.42K 0.18% 76
2017
Q4 		$492K Sell
8,336
-728
-8% -$44.7K 0.18% 85
2017
Q3 		$524K Buy
9,064
+14
+0.2% +$809 0.2% 93
2017
Q2 		$495K Buy
9,050
+15
+0.2% +$833 0.21% 91
2017
Q1 		$493K Buy
9,035
+15
+0.2% +$803 0.21% 89
2016
Q4 		$473K Buy
9,020
+16
+0.2% +$793 0.22% 86
2016
Q3 		$443K Sell
9,004
-214
-2% -$10.9K 0.21% 94
2016
Q2 		$494K Sell
9,218
-23
-0.2% -$1.13K 0.24% 79
2016
Q1 		$463K Sell
9,241
-88
-0.9% -$4.06K 0.22% 85
2015
Q4 		$403K Buy
+9,329
New +$405K 0.18% 93

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mosaic Family Wealth's AEE Position: Q4 2021 in Review

Mosaic Family Wealth increased its Ameren (AEE) stake by 14% in Q4 2021, buying an estimated $104K and bringing the position to 10,027 shares worth $892K. The position accounts for 0.23% of the portfolio, ranked #66.

Mosaic Family Wealth first reported a position in AEE in Q4 2015 and has held it in 25 quarters since. 659 funds tracked by Wall St. Rank hold AEE as of Q4 2021.

  • Mosaic Family Wealth held 10,027 shares of Ameren worth $892K as of Q4 2021.
  • Mosaic Family Wealth bought 1,219 Ameren shares in Q4 2021, an estimated $104K.
  • Ameren made up 0.23% of Mosaic Family Wealth's portfolio in Q4 2021, its #66 holding.
  • Mosaic Family Wealth first reported a position in Ameren in Q4 2015 and has held it in 25 quarters since.
  • 659 funds tracked by Wall St. Rank held Ameren as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.