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Pacific Capital Wealth Advisors’s Ameren AEE Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-168
Closed -$15K – 92
2024
Q4 		$15K Buy
168
+1
+0.6% +$90 ﹤0.01% 244
2024
Q3 		$14.6K Buy
+167
New +$13.4K ﹤0.01% 267

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's AEE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Ameren (AEE) in Q1 2025, closing a stake of 168 shares — an estimated $15K sold.

Pacific Capital Wealth Advisors first reported a position in AEE in Q3 2024 and held it in 2 quarters. The position peaked at $15K in Q4 2024. 808 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 168 Ameren shares in Q1 2025, an estimated $15K.
  • Pacific Capital Wealth Advisors first reported a position in Ameren in Q3 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Ameren position peaked at $15K in Q4 2024.
  • 808 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.