Plante Moran Financial 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	$38.4K	Hold	400	–	–	﹤0.01%	377
2025 Q1	$40.2K	Sell	400 -3,150	-89%	-$316K	﹤0.01%	374
2024 Q4	$316K	Buy	3,550 +400	+13%	+$35.7K	0.03%	123
2024 Q3	$275K	Hold	3,150	–	–	0.02%	139
2024 Q2	$224K	Hold	3,150	–	–	0.02%	161
2024 Q1	$233K	Hold	3,150	–	–	0.03%	159
2023 Q4	$228K	Hold	3,150	–	–	0.02%	151
2023 Q3	$236K	Hold	3,150	–	–	0.03%	133
2023 Q2	$257K	Hold	3,150	–	–	0.03%	126
2023 Q1	$272K	Hold	3,150	–	–	0.04%	119
2022 Q4	$280K	Hold	3,150	–	–	0.04%	124
2022 Q3	$254K	Hold	3,150	–	–	0.04%	124
2022 Q2	$285K	Hold	3,150	–	–	0.05%	120
2022 Q1	$295K	Sell	3,150 -14	-0.4%	-$1.31K	0.06%	123
2021 Q4	$282K	Sell	3,164 -52	-2%	-$4.64K	0.05%	146
2021 Q3	$260K	Hold	3,216	–	–	0.06%	155
2021 Q2	$257K	Hold	3,216	–	–	0.06%	147
2021 Q1	$262K	Hold	3,216	–	–	0.07%	139
2020 Q4	$251K	Buy	+3,216	New	+$251K	0.08%	138
2020 Q3	–	Hold	0	–	–	–	835
2020 Q2	–	Hold	0	–	–	–	740
2020 Q1	–	Sell	-30	Closed	-$2K	–	724
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	673
2019 Q3	$2K	Buy	+30	New	+$2K	﹤0.01%	760
2018 Q4	–	Sell	-53	Closed	-$3K	–	873
2018 Q3	$3K	Buy	+53	New	+$3K	﹤0.01%	630
2014 Q4	–	Sell	-618	Closed	-$24K	–	804
2014 Q3	$24K	Hold	618	–	–	0.02%	374
2014 Q2	$25K	Hold	618	–	–	0.02%	349
2014 Q1	$25K	Hold	618	–	–	0.03%	227
2013 Q4	$22K	Hold	618	–	–	0.01%	337
2013 Q3	$22K	Buy	618 +584	+1,718%	+$20.8K	0.01%	276
2013 Q2	$1K	Buy	+34	New	+$1K	﹤0.01%	566