Schechter Investment Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$368K Sell
3,670
-81
-2% -$7.8K 0.03% 431
2024
Q4
$334K Buy
3,751
+232
+7% +$20.8K 0.03% 463
2024
Q3
$308K Buy
3,519
+24
+0.7% +$1.92K 0.02% 491
2024
Q2
$249K Sell
3,495
-1,151
-25% -$83.7K 0.02% 513
2024
Q1
$344K Sell
4,646
-43
-0.9% -$3.06K 0.03% 467
2023
Q4
$339K Sell
4,689
-1,096
-19% -$83.4K 0.03% 436
2023
Q3
$433K Buy
5,785
+270
+5% +$22K 0.04% 376
2023
Q2
$450K Sell
5,515
-241
-4% -$20.6K 0.04% 403
2023
Q1
$497K Sell
5,756
-20
-0.3% -$1.71K 0.05% 409
2022
Q4
$514K Sell
5,776
-92
-2% -$7.73K 0.05% 495
2022
Q3
$473K Sell
5,868
-24
-0.4% -$2.19K 0.05% 532
2022
Q2
$532K Sell
5,892
-236
-4% -$21.8K 0.05% 507
2022
Q1
$574K Buy
6,128
+21
+0.3% +$1.84K 0.05% 488
2021
Q4
$543K Buy
+6,107
New +$519K 0.05% 480

Other funds holding AEE

Schechter Investment Advisors's AEE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Ameren (AEE) stake by 2.2% in Q1 2025, selling an estimated $7.8K and leaving 3,670 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #431.

Schechter Investment Advisors first reported a position in AEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $574K in Q1 2022. 808 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

  • Schechter Investment Advisors held 3,670 shares of Ameren worth $368K as of Q1 2025.
  • Schechter Investment Advisors sold 81 Ameren shares in Q1 2025, an estimated $7.8K.
  • Ameren made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #431 holding.
  • Schechter Investment Advisors first reported a position in Ameren in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Ameren position peaked at $574K in Q1 2022.
  • 808 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.