Trifecta Capital Advisors’s Ameren AEE Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-17	Closed	-$1.77K	–	263
2025 Q3	$1.77K	Hold	17	–	–	﹤0.01%	352
2025 Q2	$1.63K	Hold	17	–	–	﹤0.01%	367
2025 Q1	$1.71K	Hold	17	–	–	﹤0.01%	326
2024 Q4	$1.52K	Hold	17	–	–	﹤0.01%	334
2024 Q3	$1.49K	Hold	17	–	–	﹤0.01%	345
2024 Q2	$1.21K	Hold	17	–	–	﹤0.01%	363
2024 Q1	$1.26K	Hold	17	–	–	﹤0.01%	356
2023 Q4	$1.23K	Hold	17	–	–	﹤0.01%	378
2023 Q3	$1.27K	Hold	17	–	–	﹤0.01%	353
2023 Q2	$1.39K	Hold	17	–	–	﹤0.01%	344
2023 Q1	$1.47K	Hold	17	–	–	﹤0.01%	339
2022 Q4	$1.51K	Buy	+17	New	+$1.43K	﹤0.01%	345

Other funds holding AEE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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