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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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return