Retirement Group’s Ameren AEE Stock Holding History

Retirement 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 Q1	$49.6K	Hold	670	–	–	0.02%	236
2023 Q4	$48.5K	Buy	670 +51	+8%	+$3.88K	0.02%	224
2023 Q3	$46.3K	Hold	619	–	–	0.02%	215
2023 Q2	$50.6K	Hold	619	–	–	0.02%	203
2023 Q1	$53K	Sell	619 -5	-0.8%	-$428	0.02%	184
2022 Q4	$55K	Buy	+624	New	+$52.4K	0.03%	175
2022 Q3	–	Sell	-1,388	Closed	-$125K	–	477
2022 Q2	$125K	Buy	1,388 +394	+40%	+$36.5K	0.05%	133
2022 Q1	$93K	Hold	994	–	–	0.04%	176
2021 Q4	$88K	Hold	994	–	–	0.04%	171
2021 Q3	$81K	Hold	994	–	–	0.04%	179
2021 Q2	$80K	Hold	994	–	–	0.04%	180
2021 Q1	$81K	Hold	994	–	–	0.04%	210
2020 Q4	$77K	Hold	994	–	–	0.04%	208
2020 Q3	$79K	Hold	994	–	–	0.04%	204
2020 Q2	$70K	Buy	+994	New	+$72K	0.04%	208
2019 Q4	$50K	Buy	+647	New	+$49.2K	0.03%	231

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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