NFG
AEE icon

Next Financial Group’s Ameren AEE Stock Holding History

Next Financial 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
2021
Q4 		$116K Sell
1,303
-2,866
-69% -$244K 0.01% 1093
2021
Q3 		$337K Buy
4,169
+465
+13% +$39.7K 0.03% 620
2021
Q2 		$296K Buy
3,704
+756
+26% +$63.3K 0.02% 686
2021
Q1 		$240K Buy
2,948
+694
+31% +$52K 0.02% 702
2020
Q4 		$176K Buy
2,254
+885
+65% +$70.9K 0.02% 755
2020
Q3 		$109K Buy
+1,369
New +$107K 0.01% 827
2020
Q2 		– Sell
-687
Closed -$50K – 609
2020
Q1 		$50K Buy
687
+437
+175% +$34.7K 0.01% 993
2019
Q4 		$19K Buy
+250
New +$19K ﹤0.01% 1532
2019
Q1 		– Sell
-515
Closed -$34K – 1622
2018
Q4 		$34K Buy
+515
New +$34.3K 0.01% 914
2016
Q4 		– Sell
-150
Closed -$7K – 2364
2016
Q3 		$7K Hold
150
– – ﹤0.01% 1794
2016
Q2 		$8K Sell
150
-148
-50% -$7.28K ﹤0.01% 1257
2016
Q1 		$14K Sell
298
-1,600
-84% -$73.8K ﹤0.01% 1049
2015
Q4 		$82K Buy
1,898
+150
+9% +$6.5K 0.03% 480
2015
Q3 		$73K Buy
1,748
+748
+75% +$30.1K 0.03% 525
2015
Q2 		$37K Hold
1,000
– – 0.01% 774
2015
Q1 		$42K Hold
1,000
– – 0.01% 726
2014
Q4 		$46K Sell
1,000
-210
-17% -$8.93K 0.02% 678
2014
Q3 		$46K Hold
1,210
– – 0.01% 981
2014
Q2 		$46K Buy
+1,210
New +$48.2K 0.02% 361

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 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

Next Financial Group's AEE Position: Q4 2021 in Review

Next Financial Group reduced its Ameren (AEE) stake by 69% in Q4 2021, selling an estimated $244K and leaving 1,303 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #1093.

Next Financial Group first reported a position in AEE in Q2 2014 and has held it in 19 quarters since. The position peaked at $337K in Q3 2021. 658 funds tracked by Wall St. Rank hold AEE as of Q4 2021.

  • Next Financial Group held 1,303 shares of Ameren worth $116K as of Q4 2021.
  • Next Financial Group sold 2,866 Ameren shares in Q4 2021, an estimated $244K.
  • Ameren made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1093 holding.
  • Next Financial Group first reported a position in Ameren in Q2 2014 and has held it in 19 quarters since.
  • Next Financial Group's Ameren position peaked at $337K in Q3 2021.
  • 658 funds tracked by Wall St. Rank held Ameren as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.