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TFO Wealth Partners’s Ameren AEE Stock Holding History

TFO Wealth 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
2024
Q4 		– Sell
-2,569
Closed -$225K – 13
2024
Q3 		$225K Buy
+2,569
New +$206K 0.04% 33
2022
Q3 		– Sell
-9
Closed -$1K – 146
2022
Q2 		$1K Buy
+9
New +$833 ﹤0.01% 371

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TFO Wealth Partners's AEE Position: Q4 2024 in Review

TFO Wealth Partners sold out of Ameren (AEE) in Q4 2024, closing a stake of 2,569 shares — an estimated $225K sold.

TFO Wealth Partners first reported a position in AEE in Q2 2022 and held it in 2 quarters. The position peaked at $225K in Q3 2024. 737 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • TFO Wealth Partners reported no remaining Ameren position as of Q4 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2,569 Ameren shares in Q4 2024, an estimated $225K.
  • TFO Wealth Partners first reported a position in Ameren in Q2 2022 and held it in 2 quarters.
  • TFO Wealth Partners's Ameren position peaked at $225K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on TFO Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.