Summit X LLC’s Ameren AEE Stock Holding History

Summit X LLC’s Portfolio AEE Stock Details AEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.92M	Buy	40,837 +19,675	+93%	+$1.89M	0.73%	30
2025 Q1	$2.12M	Buy	21,162 +202	+1%	+$20.3K	0.45%	44
2024 Q4	$1.87M	Sell	20,960 -115	-0.5%	-$10.3K	0.41%	49
2024 Q3	$1.5M	Sell	21,075 -5,027	-19%	-$357K	0.36%	60
2024 Q2	$1.86M	Buy	26,102 +6,832	+35%	+$488K	0.42%	46
2024 Q1	$1.43M	Sell	19,270 -20	-0.1%	-$1.48K	0.37%	61
2023 Q4	$1.4M	Sell	19,290 -1,050	-5%	-$76K	0.4%	52
2023 Q3	$1.52M	Sell	20,340 -402	-2%	-$30.1K	0.48%	42
2023 Q2	$1.69M	Buy	20,742 +1,453	+8%	+$119K	0.41%	45
2023 Q1	$1.67M	Buy	19,289 +694	+4%	+$60K	0.43%	44
2022 Q4	$1.68M	Sell	18,595 -1,394	-7%	-$126K	0.49%	47
2022 Q3	$1.61M	Buy	19,989 +1,393	+7%	+$112K	0.47%	43
2022 Q2	$1.68M	Sell	18,596 -2,613	-12%	-$236K	0.49%	45
2022 Q1	$1.99M	Buy	21,209 +15	+0.1%	+$1.41K	0.49%	41
2021 Q4	$1.89M	Buy	21,194 +736	+4%	+$65.5K	0.44%	49
2021 Q3	$1.66M	Buy	20,458 +659	+3%	+$53.4K	0.42%	53
2021 Q2	$1.58M	Sell	19,799 -107	-0.5%	-$8.55K	0.4%	56
2021 Q1	$1.62M	Sell	19,906 -171	-0.9%	-$13.9K	0.44%	57
2020 Q4	$1.57M	Buy	20,077 +943	+5%	+$73.7K	0.46%	53
2020 Q3	$2.37K	Sell	19,134 -54	-0.3%	-$7	0.04%	174
2020 Q2	$1.35M	Sell	19,188 -245	-1%	-$17.2K	0.5%	54
2020 Q1	$1.42M	Buy	19,433 +4,638	+31%	+$338K	0.66%	47
2019 Q4	$1.14M	Buy	14,795 +1,700	+13%	+$130K	0.42%	58
2019 Q3	$1.05M	Buy	13,095 +919	+8%	+$73.4K	0.42%	63
2019 Q2	$915K	Buy	12,176 +1,818	+18%	+$137K	0.37%	69
2019 Q1	$762K	Sell	10,358 -84	-0.8%	-$6.18K	0.33%	83
2018 Q4	$665K	Buy	10,442 +384	+4%	+$24.5K	0.38%	73
2018 Q3	$633K	Sell	10,058 -1,760	-15%	-$111K	0.31%	79
2018 Q2	$718K	Buy	11,818 +799	+7%	+$48.5K	0.4%	59
2018 Q1	$625K	Sell	11,019 -179	-2%	-$10.2K	0.38%	69
2017 Q4	$663K	Sell	11,198 -2,016	-15%	-$119K	0.42%	63
2017 Q3	$767K	Sell	13,214 -123	-0.9%	-$7.14K	0.51%	47
2017 Q2	$730K	Buy	+13,337	New	+$730K	0.52%	47