SYM Financial Corp’s Ameren AEE Stock Holding History

SYM Financial Corp’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
2025 Q4	–	Sell	-1,996	Closed	-$208K	–	417
2025 Q3	$208K	Buy	+1,996	New	+$199K	0.02%	310

Other funds holding AEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

SYM Financial Corp's AEE Position: Q4 2025 in Review

SYM Financial Corp sold out of Ameren (AEE) in Q4 2025, closing a stake of 1,996 shares — an estimated $208K sold.

SYM Financial Corp first reported a position in AEE in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

SYM Financial Corp reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 1,996 Ameren shares in Q4 2025, an estimated $208K.
SYM Financial Corp first reported a position in Ameren in Q3 2025 and held it in 1 quarter.
SYM Financial Corp's Ameren position peaked at $208K in Q3 2025.
880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.