Sutton Wealth Advisors’s Ameren AEE Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$9.58K	Sell	128 -11	-8%	-$897	﹤0.01%	481
2023 Q2	$11.4K	Hold	139	–	–	0.01%	437
2023 Q1	$12K	Hold	139	–	–	0.01%	387
2022 Q4	$12.4K	Buy	139 +41	+42%	+$3.45K	﹤0.01%	865
2022 Q3	$7.89K	Sell	98 -14	-13%	-$1.28K	﹤0.01%	962
2022 Q2	$10.1K	Hold	112	–	–	﹤0.01%	899
2022 Q1	$10.5K	Buy	112 +14	+14%	+$1.23K	﹤0.01%	918
2021 Q4	$8.72K	Hold	98	–	–	﹤0.01%	976
2021 Q3	$7.94K	Hold	98	–	–	﹤0.01%	982
2021 Q2	$7.84K	Hold	98	–	–	﹤0.01%	971
2021 Q1	$7.97K	Hold	98	–	–	﹤0.01%	933
2020 Q4	$7.65K	Hold	98	–	–	﹤0.01%	890
2020 Q3	$7.75K	Hold	98	–	–	﹤0.01%	809
2020 Q2	$6.89K	Buy	98 +11	+13%	+$797	﹤0.01%	796
2020 Q1	$6.34K	Hold	87	–	–	﹤0.01%	769
2019 Q4	$6.68K	Hold	87	–	–	﹤0.01%	902
2019 Q3	$6.96K	Hold	87	–	–	﹤0.01%	874
2019 Q2	$6.54K	Hold	87	–	–	﹤0.01%	869
2019 Q1	$6.4K	Hold	87	–	–	﹤0.01%	882
2018 Q4	$5.67K	Hold	87	–	–	﹤0.01%	866
2018 Q3	$5.5K	Hold	87	–	–	﹤0.01%	886
2018 Q2	$5.29K	Hold	87	–	–	﹤0.01%	916
2018 Q1	$4.93K	Hold	87	–	–	﹤0.01%	921
2017 Q4	$5.13K	Hold	87	–	–	﹤0.01%	888
2017 Q3	$5.03K	Hold	87	–	–	﹤0.01%	876
2017 Q2	$4.76K	Hold	87	–	–	﹤0.01%	884
2017 Q1	$4.75K	Hold	87	–	–	﹤0.01%	854
2016 Q4	$4.56K	Hold	87	–	–	﹤0.01%	857
2016 Q3	$4.28K	Hold	87	–	–	﹤0.01%	850
2016 Q2	$4.66K	Hold	87	–	–	﹤0.01%	790
2016 Q1	$4.36K	Buy	+87	New	+$4.01K	﹤0.01%	777

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sutton Wealth Advisors's AEE Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Ameren (AEE) stake by 7.9% in Q3 2023, selling an estimated $897 and leaving 128 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Sutton Wealth Advisors first reported a position in AEE in Q1 2016 and has held it in 31 quarters since. The position peaked at $12.4K in Q4 2022. 670 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

Sutton Wealth Advisors held 128 shares of Ameren worth $9.58K as of Q3 2023.
Sutton Wealth Advisors sold 11 Ameren shares in Q3 2023, an estimated $897.
Ameren made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #481 holding.
Sutton Wealth Advisors first reported a position in Ameren in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Ameren position peaked at $12.4K in Q4 2022.
670 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.