Newbridge Financial Services Group’s Ameren AEE Stock Holding History

Newbridge Financial Services Group’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 Q3	–	Sell	-90	Closed	-$6.4K	–	672
2024 Q2	$6.4K	Hold	90	–	–	﹤0.01%	788
2024 Q1	$6.66K	Buy	+90	New	+$6.4K	﹤0.01%	846
2023 Q4	–	Sell	-249	Closed	-$18.6K	–	1126
2023 Q3	$18.6K	Buy	249 +1	+0.4%	+$82	0.01%	657
2023 Q2	$20.2K	Buy	248 +1	+0.4%	+$86	0.01%	697
2023 Q1	$21.3K	Sell	247 -10	-4%	-$856	0.01%	687
2022 Q4	$22.8K	Buy	257 +2	+0.8%	+$168	0.01%	677
2022 Q3	$21K	Buy	255 +1	+0.4%	+$91	0.01%	677
2022 Q2	$23K	Sell	254 -13	-5%	-$1.2K	0.01%	615
2022 Q1	$25K	Buy	267 +1	+0.4%	+$88	0.01%	656
2021 Q4	$24K	Buy	266 +19	+8%	+$1.61K	0.01%	666
2021 Q3	$20K	Sell	247 -417	-63%	-$35.6K	0.01%	658
2021 Q2	$53K	Buy	664 +1	+0.2%	+$84	0.03%	431
2021 Q1	$54K	Buy	663 +1	+0.2%	+$75	0.04%	376
2020 Q4	$52K	Buy	662 +1	+0.2%	+$80	0.04%	322
2020 Q3	$52K	Buy	+661	New	+$51.9K	0.05%	312

Other funds holding AEE

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 New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return