Summit Financial’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
6,735
+942
+16% +$90.5K 0.01% 510
2025
Q1
$582K Buy
+5,793
New +$582K 0.02% 481