Sierra Ocean’s Ameren AEE Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-4	Closed	-$384	–	78
2025 Q2	$384	Hold	4	–	–	﹤0.01%	1012
2025 Q1	$402	Hold	4	–	–	﹤0.01%	1028
2024 Q4	$357	Buy	+4	New	+$358	﹤0.01%	1030

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sierra Ocean's AEE Position: Q3 2025 in Review

Sierra Ocean sold out of Ameren (AEE) in Q3 2025, closing a stake of 4 shares — an estimated $384 sold.

Sierra Ocean first reported a position in AEE in Q4 2024 and held it in 3 quarters. The position peaked at $402 in Q1 2025. 823 funds tracked by Wall St. Rank hold AEE as of Q3 2025.

Sierra Ocean reported no remaining Ameren position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 4 Ameren shares in Q3 2025, an estimated $384.
Sierra Ocean first reported a position in Ameren in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Ameren position peaked at $402 in Q1 2025.
823 funds tracked by Wall St. Rank held Ameren as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.