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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

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