SFM
Stack Financial Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
155,109
-1,779
| -1% | -$171K | 1.32% | 34 |
|
|
2025
Q1 | $15.8M | Sell |
156,888
-3,558
| -2% | -$357K | 1.31% | 34 |
|
|
2024
Q4 | $14.3M | Sell |
160,446
-787
| -0.5% | -$70.2K | 1.31% | 34 |
|
|
2024
Q3 | $14.1M | Buy |
161,233
+2,608
| +2% | +$228K | 1.27% | 35 |
|
|
2024
Q2 | $11.3M | Buy |
158,625
+1,339
| +0.9% | +$95.2K | 1.04% | 39 |
|
|
2024
Q1 | $11.6M | Sell |
157,286
-826
| -0.5% | -$61.1K | 1.07% | 38 |
|
|
2023
Q4 | $11.4M | Buy |
+158,112
| New | +$11.4M | 1.29% | 35 |
|