SFPG
AEE icon

Stonebridge Financial Planning Group’s Ameren AEE Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-1,000
Closed -$88K – 119
2021
Q4 		$88K Hold
1,000
– – 0.05% 173
2021
Q3 		$84K Hold
1,000
– – 0.04% 182
2021
Q2 		$83K Sell
1,000
-500
-33% -$41.9K 0.04% 176
2021
Q1 		$121K Hold
1,500
– – 0.07% 142
2020
Q4 		$117K Hold
1,500
– – 0.07% 139
2020
Q3 		$124K Hold
1,500
– – 0.09% 117
2020
Q2 		$110K Hold
1,500
– – 0.09% 122
2020
Q1 		$114K Hold
1,500
– – 0.11% 112
2019
Q4 		$115K Buy
+1,500
New +$114K 0.1% 118

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Stonebridge Financial Planning Group's AEE Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Ameren (AEE) in Q1 2022, closing a stake of 1,000 shares — an estimated $88K sold.

Stonebridge Financial Planning Group first reported a position in AEE in Q4 2019 and held it in 9 quarters. The position peaked at $124K in Q3 2020. 663 funds tracked by Wall St. Rank hold AEE as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Ameren position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,000 Ameren shares in Q1 2022, an estimated $88K.
  • Stonebridge Financial Planning Group first reported a position in Ameren in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Ameren position peaked at $124K in Q3 2020.
  • 663 funds tracked by Wall St. Rank held Ameren as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.