Symmetry Partners’s Ameren AEE Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-3,265	Closed	-$314K	–	176
2025 Q2	$314K	Sell	3,265 -199	-6%	-$19.3K	0.04%	107
2025 Q1	$348K	Sell	3,464 -205	-6%	-$19.7K	0.05%	97
2024 Q4	$327K	Buy	+3,669	New	+$329K	0.05%	93
2023 Q3	–	Sell	-3,726	Closed	-$304K	–	528
2023 Q2	$304K	Hold	3,726	–	–	0.02%	457
2023 Q1	$322K	Hold	3,726	–	–	0.02%	436
2022 Q4	$331K	Sell	3,726 -4,179	-53%	-$351K	0.02%	442
2022 Q3	$637K	Hold	7,905	–	–	0.04%	248
2022 Q2	$714K	Buy	7,905 +4,179	+112%	+$387K	0.05%	231
2022 Q1	$349K	Hold	3,726	–	–	0.02%	469
2021 Q4	$332K	Hold	3,726	–	–	0.02%	511
2021 Q3	$304K	Hold	3,726	–	–	0.02%	548
2021 Q2	$298K	Hold	3,726	–	–	0.02%	570
2021 Q1	$303K	Sell	3,726 -251	-6%	-$18.8K	0.02%	552
2020 Q4	$310K	Hold	3,977	–	–	0.02%	515
2020 Q3	$315K	Buy	+3,977	New	+$312K	0.03%	473
2019 Q4	–	Sell	-6,697	Closed	-$536K	–	324
2019 Q3	$536K	Buy	+6,697	New	+$514K	0.11%	148
2019 Q2	–	Sell	-9,820	Closed	-$722K	–	323
2019 Q1	$722K	Buy	+9,820	New	+$684K	0.12%	108
2017 Q2	–	Sell	-2,851	Closed	-$156K	–	35
2017 Q1	$156K	Buy	+2,851	New	+$153K	0.09%	36

Other funds holding AEE

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Symmetry Partners's AEE Position: Q3 2025 in Review

Symmetry Partners sold out of Ameren (AEE) in Q3 2025, closing a stake of 3,265 shares — an estimated $314K sold.

Symmetry Partners first reported a position in AEE in Q1 2017 and held it in 18 quarters. The position peaked at $722K in Q1 2019. 824 funds tracked by Wall St. Rank hold AEE as of Q3 2025.

Symmetry Partners reported no remaining Ameren position as of Q3 2025 after selling out during the quarter.
Symmetry Partners sold 3,265 Ameren shares in Q3 2025, an estimated $314K.
Symmetry Partners first reported a position in Ameren in Q1 2017 and held it in 18 quarters.
Symmetry Partners's Ameren position peaked at $722K in Q1 2019.
824 funds tracked by Wall St. Rank held Ameren as of Q3 2025.

Based on Symmetry Partners's 13F filing for Q3 2025, filed 15 Oct 2025.