Naples Money Management’s Ameren AEE Stock Holding History

Naples Money 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
2024 Q1	–	Sell	-1,700	Closed	-$123K	–	396
2023 Q4	$123K	Buy	+1,700	New	+$129K	0.12%	69

Other funds holding AEE

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Naples Money Management's AEE Position: Q1 2024 in Review

Naples Money Management sold out of Ameren (AEE) in Q1 2024, closing a stake of 1,700 shares — an estimated $123K sold.

Naples Money Management first reported a position in AEE in Q4 2023 and held it in 1 quarter. The position peaked at $123K in Q4 2023. 662 funds tracked by Wall St. Rank hold AEE as of Q1 2024.

Naples Money Management reported no remaining Ameren position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 1,700 Ameren shares in Q1 2024, an estimated $123K.
Naples Money Management first reported a position in Ameren in Q4 2023 and held it in 1 quarter.
Naples Money Management's Ameren position peaked at $123K in Q4 2023.
662 funds tracked by Wall St. Rank held Ameren as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.