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Steward Financial Group’s Ameren AEE Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+47
New +$3.83K ﹤0.01% 786
2023
Q2 		– Sell
-60
Closed -$5K – 409
2023
Q1 		$5K Buy
60
+29
+94% +$2.48K ﹤0.01% 296
2022
Q4 		$2K Buy
+31
New +$2.6K ﹤0.01% 291
2022
Q3 		– Sell
-17
Closed -$1K – 79
2022
Q2 		$1K Buy
+17
New +$1.57K ﹤0.01% 642

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Steward Financial Group's AEE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Ameren (AEE) in Q3 2023: 47 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AEE as recently as Q1 2023.

Steward Financial Group first reported a position in AEE in Q2 2022 and has held it in 4 quarters since. The position peaked at $5K in Q1 2023. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • Steward Financial Group held 47 shares of Ameren worth $3K as of Q3 2023.
  • Ameren was a new Steward Financial Group position in Q3 2023.
  • Ameren made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #786 holding.
  • Steward Financial Group first reported a position in Ameren in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Ameren position peaked at $5K in Q1 2023.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.