Mutual Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
28,504
+8,351
| +41% | +$836K | 0.07% | 249 |
|
|
2025
Q1 | $1.98M | Sell |
20,153
-99
| -0.5% | -$9.73K | 0.06% | 283 |
|
|
2024
Q4 | $1.9M | Sell |
20,252
-742
| -4% | -$69.6K | 0.06% | 291 |
|
|
2024
Q3 | $1.87M | Buy |
20,994
+475
| +2% | +$42.3K | 0.05% | 295 |
|
|
2024
Q2 | $1.6M | Sell |
20,519
-25,533
| -55% | -$2M | 0.05% | 328 |
|
|
2024
Q1 | $3.41M | Buy |
46,052
+30,476
| +196% | +$2.25M | 0.11% | 175 |
|
|
2023
Q4 | $1.13M | Buy |
15,576
+546
| +4% | +$39.5K | 0.04% | 420 |
|
|
2023
Q3 | $1.12M | Sell |
15,030
-93
| -0.6% | -$6.96K | 0.04% | 390 |
|
|
2023
Q2 | $1.24M | Sell |
15,123
-3,216
| -18% | -$263K | 0.05% | 374 |
|
|
2023
Q1 | $1.58M | Buy |
18,339
+70
| +0.4% | +$6.05K | 0.07% | 299 |
|
|
2022
Q4 | $1.62M | Buy |
18,269
+10,824
| +145% | +$962K | 0.07% | 277 |
|
|
2022
Q3 | $600K | Sell |
7,445
-322
| -4% | -$26K | 0.03% | 511 |
|
|
2022
Q2 | $702K | Buy |
7,767
+918
| +13% | +$83K | 0.05% | 438 |
|
|
2022
Q1 | $642K | Sell |
6,849
-50
| -0.7% | -$4.69K | 0.04% | 503 |
|
|
2021
Q4 | $614K | Buy |
6,899
+400
| +6% | +$35.6K | 0.03% | 516 |
|
|
2021
Q3 | $526K | Buy |
6,499
+381
| +6% | +$30.8K | 0.03% | 526 |
|
|
2021
Q2 | $490K | Sell |
6,118
-2,400
| -28% | -$192K | 0.03% | 527 |
|
|
2021
Q1 | $693K | Sell |
8,518
-613
| -7% | -$49.9K | 0.05% | 411 |
|
|
2020
Q4 | $713K | Sell |
9,131
-456
| -5% | -$35.6K | 0.05% | 392 |
|
|
2020
Q3 | $758K | Buy |
9,587
+5
| +0.1% | +$395 | 0.07% | 311 |
|
|
2020
Q2 | $674K | Sell |
9,582
-636
| -6% | -$44.7K | 0.07% | 303 |
|
|
2020
Q1 | $744K | Buy |
10,218
+283
| +3% | +$20.6K | 0.1% | 211 |
|
|
2019
Q4 | $763K | Buy |
9,935
+633
| +7% | +$48.6K | 0.08% | 266 |
|
|
2019
Q3 | $745K | Hold |
9,302
| – | – | 0.1% | 245 |
|
|
2019
Q2 | $699K | Hold |
9,302
| – | – | 0.09% | 271 |
|
|
2019
Q1 | $684K | Hold |
9,302
| – | – | 0.1% | 229 |
|
|
2018
Q4 | $607K | Sell |
9,302
-100
| -1% | -$6.53K | 0.12% | 205 |
|
|
2018
Q3 | $594K | Buy |
9,402
+1,975
| +27% | +$125K | 0.09% | 261 |
|
|
2018
Q2 | $452K | Buy |
+7,427
| New | +$452K | 0.1% | 262 |
|