Synergy Asset Management’s Ameren AEE Stock Holding History

Synergy Asset Management’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 Q4	–	Sell	-43,469	Closed	-$3.25M	–	140
2023 Q3	$3.25M	Buy	+43,469	New	+$3.54M	0.64%	49

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 Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Synergy Asset Management's AEE Position: Q4 2023 in Review

Synergy Asset Management sold out of Ameren (AEE) in Q4 2023, closing a stake of 43,469 shares — an estimated $3.25M sold.

Synergy Asset Management first reported a position in AEE in Q3 2023 and held it in 1 quarter. The position peaked at $3.25M in Q3 2023. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2023.

Synergy Asset Management reported no remaining Ameren position as of Q4 2023 after selling out during the quarter.
Synergy Asset Management sold 43,469 Ameren shares in Q4 2023, an estimated $3.25M.
Synergy Asset Management first reported a position in Ameren in Q3 2023 and held it in 1 quarter.
Synergy Asset Management's Ameren position peaked at $3.25M in Q3 2023.
680 funds tracked by Wall St. Rank held Ameren as of Q4 2023.

Based on Synergy Asset Management's 13F filing for Q4 2023, filed 19 Jan 2024.