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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Retirement Group's AEE Position: Q1 2024 in Review

Retirement Group held its Ameren (AEE) position steady in Q1 2024 at 670 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #236.

Retirement Group first reported a position in AEE in Q4 2019 and has held it in 16 quarters since. The position peaked at $125K in Q2 2022. 662 funds tracked by Wall St. Rank hold AEE as of Q1 2024.

Retirement Group held 670 shares of Ameren worth $49.6K as of Q1 2024.
Retirement Group left its Ameren share count unchanged in Q1 2024.
Ameren made up 0.02% of Retirement Group's portfolio in Q1 2024, its #236 holding.
Retirement Group first reported a position in Ameren in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Ameren position peaked at $125K in Q2 2022.
662 funds tracked by Wall St. Rank held Ameren as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.