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Richard Bernstein Advisors’s Ameren AEE Stock Holding History

Richard Bernstein 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
2023
Q3 		– Sell
-48,401
Closed -$3.95M – 205
2023
Q2 		$3.95M Hold
48,401
– – 0.08% 77
2023
Q1 		$4.18M Hold
48,401
– – 0.09% 83
2022
Q4 		$4.3M Hold
48,401
– – 0.1% 86
2022
Q3 		$3.9M Sell
48,401
-10,450
-18% -$954K 0.1% 96
2022
Q2 		$5.32M Hold
58,851
– – 0.12% 75
2022
Q1 		$5.55M Buy
+58,851
New +$5.15M 0.11% 89

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Richard Bernstein Advisors's AEE Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of Ameren (AEE) in Q3 2023, closing a stake of 48,401 shares — an estimated $3.95M sold.

Richard Bernstein Advisors first reported a position in AEE in Q1 2022 and held it in 6 quarters. The position peaked at $5.55M in Q1 2022. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Richard Bernstein Advisors reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • Richard Bernstein Advisors sold 48,401 Ameren shares in Q3 2023, an estimated $3.95M.
  • Richard Bernstein Advisors first reported a position in Ameren in Q1 2022 and held it in 6 quarters.
  • Richard Bernstein Advisors's Ameren position peaked at $5.55M in Q1 2022.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.