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Strait & Sound Wealth Management’s Ameren AEE Stock Holding History

Strait & Sound Wealth Management’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
2026
Q1 		$270K Hold
2,454
– – 0.1% 136
2025
Q4 		$245K Sell
2,454
-362
-13% -$37.1K 0.09% 131
2025
Q3 		$294K Hold
2,816
– – 0.11% 118
2025
Q2 		$270K Sell
2,816
-120
-4% -$11.7K 0.11% 123
2025
Q1 		$295K Hold
2,936
– – 0.14% 120
2024
Q4 		$262K Hold
2,936
– – 0.12% 124
2024
Q3 		$257K Hold
2,936
– – 0.12% 122
2024
Q2 		$209K Sell
2,936
-42
-1% -$3.06K 0.11% 137
2024
Q1 		$215K Hold
2,978
– – 0.12% 122
2023
Q4 		$209K Sell
2,978
-61
-2% -$4.64K 0.13% 122
2023
Q3 		$227K Sell
3,039
-87
-3% -$7.09K 0.2% 115
2023
Q2 		$255K Hold
3,126
– – 0.25% 88
2023
Q1 		$270K Buy
3,126
+87
+3% +$7.45K 0.27% 89
2022
Q4 		$271K Buy
+3,039
New +$255K 0.3% 82

Other funds holding AEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return