SkyOak Wealth’s Ameren AEE Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-4,120	Closed	-$414K	–	247
2025 Q1	$414K	Hold	4,120	–	–	0.09%	133
2024 Q4	$367K	Buy	4,120 +20	+0.5%	+$1.79K	0.08%	145
2024 Q3	$359K	Hold	4,100	–	–	0.08%	144
2024 Q2	$292K	Hold	4,100	–	–	0.07%	179
2024 Q1	$303K	Hold	4,100	–	–	0.07%	188
2023 Q4	$297K	Hold	4,100	–	–	0.08%	185
2023 Q3	$307K	Hold	4,100	–	–	0.09%	162
2023 Q2	$335K	Hold	4,100	–	–	0.09%	153
2023 Q1	$354K	Hold	4,100	–	–	0.11%	148
2022 Q4	$365K	Hold	4,100	–	–	0.12%	137
2022 Q3	$330K	Hold	4,100	–	–	0.12%	143
2022 Q2	$370K	Hold	4,100	–	–	0.13%	137
2022 Q1	$384K	Hold	4,100	–	–	0.11%	150
2021 Q4	$365K	Hold	4,100	–	–	0.09%	162
2021 Q3	$332K	Hold	4,100	–	–	0.09%	162
2021 Q2	$328K	Hold	4,100	–	–	0.09%	158
2021 Q1	$343K	Hold	4,100	–	–	0.1%	151
2020 Q4	$320K	Hold	4,100	–	–	0.1%	154
2020 Q3	$324K	Hold	4,100	–	–	0.12%	144
2020 Q2	$288K	Hold	4,100	–	–	0.11%	188
2020 Q1	$299K	Hold	4,100	–	–	0.15%	156
2019 Q4	$315K	Buy	+4,100	New	+$311K	0.1%	225

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SkyOak Wealth's AEE Position: Q2 2025 in Review

SkyOak Wealth sold out of Ameren (AEE) in Q2 2025, closing a stake of 4,120 shares — an estimated $414K sold.

SkyOak Wealth first reported a position in AEE in Q4 2019 and held it in 22 quarters. The position peaked at $414K in Q1 2025. 800 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

SkyOak Wealth reported no remaining Ameren position as of Q2 2025 after selling out during the quarter.
SkyOak Wealth sold 4,120 Ameren shares in Q2 2025, an estimated $414K.
SkyOak Wealth first reported a position in Ameren in Q4 2019 and held it in 22 quarters.
SkyOak Wealth's Ameren position peaked at $414K in Q1 2025.
800 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.