UMB Bank’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $954K | Buy |
8,677
+33
| +0.4% | +$3.53K | 0.01% | 364 |
|
|
2025
Q4 | $863K | Buy |
8,644
+1,753
| +25% | +$180K | 0.01% | 381 |
|
|
2025
Q3 | $719K | Buy |
6,891
+64
| +0.9% | +$6.39K | 0.01% | 376 |
|
|
2025
Q2 | $656K | Buy |
6,827
+18
| +0.3% | +$1.75K | 0.01% | 379 |
|
|
2025
Q1 | $684K | Sell |
6,809
-83
| -1% | -$7.99K | 0.01% | 369 |
|
|
2024
Q4 | $614K | Buy |
6,892
+47
| +0.7% | +$4.21K | 0.01% | 385 |
|
|
2024
Q3 | $599K | Sell |
6,845
-1,375
| -17% | -$110K | 0.01% | 381 |
|
|
2024
Q2 | $585K | Sell |
8,220
-1,649
| -17% | -$120K | 0.01% | 384 |
|
|
2024
Q1 | $730K | Sell |
9,869
-515
| -5% | -$36.6K | 0.01% | 361 |
|
|
2023
Q4 | $751K | Buy |
10,384
+365
| +4% | +$27.8K | 0.01% | 365 |
|
|
2023
Q3 | $750K | Sell |
10,019
-503
| -5% | -$41K | 0.01% | 362 |
|
|
2023
Q2 | $859K | Buy |
10,522
+240
| +2% | +$20.6K | 0.01% | 353 |
|
|
2023
Q1 | $888K | Sell |
10,282
-550
| -5% | -$47.1K | 0.01% | 346 |
|
|
2022
Q4 | $964K | Sell |
10,832
-66
| -0.6% | -$5.55K | 0.02% | 340 |
|
|
2022
Q3 | $878K | Sell |
10,898
-259
| -2% | -$23.6K | 0.01% | 360 |
|
|
2022
Q2 | $1.01M | Sell |
11,157
-1,001
| -8% | -$92.7K | 0.02% | 368 |
|
|
2022
Q1 | $1.14M | Sell |
12,158
-15,275
| -56% | -$1.34M | 0.02% | 365 |
|
|
2021
Q4 | $2.44M | Buy |
27,433
+2,265
| +9% | +$192K | 0.03% | 273 |
|
|
2021
Q3 | $2.04M | Sell |
25,168
-225
| -0.9% | -$19.2K | 0.05% | 193 |
|
|
2021
Q2 | $2.03M | Buy |
25,393
+15,160
| +148% | +$1.27M | 0.05% | 190 |
|
|
2021
Q1 | $833K | Sell |
10,233
-669
| -6% | -$50.1K | 0.02% | 240 |
|
|
2020
Q4 | $851K | Sell |
10,902
-2,812
| -21% | -$225K | 0.02% | 232 |
|
|
2020
Q3 | $965K | Hold |
13,714
| – | – | 0.03% | 209 |
|
|
2020
Q2 | $965K | Sell |
13,714
-165
| -1% | -$12K | 0.03% | 209 |
|
|
2020
Q1 | $1.01M | Sell |
13,879
-1,080
| -7% | -$85.7K | 0.04% | 201 |
|
|
2019
Q4 | $1.15M | Sell |
14,959
-8,433
| -36% | -$641K | 0.03% | 210 |
|
|
2019
Q3 | $1.87K | Sell |
23,392
-8,041
| -26% | -$617K | 0.05% | 183 |
|
|
2019
Q2 | $2.36K | Sell |
31,433
-800
| -2% | -$59K | 0.06% | 167 |
|
|
2019
Q1 | $2.37M | Buy |
32,233
+1,275
| +4% | +$88.8K | 0.07% | 160 |
|
|
2018
Q4 | $2.02K | Buy |
30,958
+2,279
| +8% | +$152K | 0.06% | 161 |
|
|
2018
Q3 | $1.81M | Buy |
28,679
+2,585
| +10% | +$163K | 0.05% | 176 |
|
|
2018
Q2 | $1.59M | Sell |
26,094
-6,119
| -19% | -$352K | 0.05% | 186 |
|
|
2018
Q1 | $1.82M | Sell |
32,213
-670
| -2% | -$37.1K | 0.06% | 179 |
|
|
2017
Q4 | $1.94M | Sell |
32,883
-425
| -1% | -$26.1K | 0.06% | 174 |
|
|
2017
Q3 | $1.93M | Sell |
33,308
-1,661
| -5% | -$96K | 0.07% | 164 |
|
|
2017
Q2 | $1.91M | Sell |
34,969
-1,460
| -4% | -$81.1K | 0.07% | 168 |
|
|
2017
Q1 | $1.99M | Sell |
36,429
-3,000
| -8% | -$161K | 0.07% | 160 |
|
|
2016
Q4 | $2.07M | Hold |
39,429
| – | – | 0.08% | 154 |
|
|
2016
Q3 | $1.94M | Hold |
39,429
| – | – | 0.08% | 160 |
|
|
2016
Q2 | $2.11M | Sell |
39,429
-425
| -1% | -$20.9K | 0.09% | 151 |
|
|
2016
Q1 | $2M | Sell |
39,854
-2,100
| -5% | -$96.9K | 0.09% | 147 |
|
|
2015
Q4 | $1.81M | Sell |
41,954
-1,000
| -2% | -$43.4K | 0.08% | 164 |
|
|
2015
Q3 | $1.81M | Buy |
42,954
+250
| +0.6% | +$10.1K | 0.11% | 134 |
|
|
2015
Q2 | $1.61K | Buy |
42,704
+1,496
| +4% | +$60.1K | 0.07% | 150 |
|
|
2015
Q1 | $1.74K | Buy |
41,208
+2,564
| +7% | +$112K | 0.08% | 151 |
|
|
2014
Q4 | $1.78M | Buy |
38,644
+19,000
| +97% | +$808K | 0.08% | 147 |
|
|
2014
Q3 | $753 | Sell |
19,644
-6,731
| -26% | -$263K | 0.04% | 186 |
|
|
2014
Q2 | $1.08M | Sell |
26,375
-27,129
| -51% | -$1.08M | 0.05% | 168 |
|
|
2014
Q1 | $2.2M | Buy |
53,504
+8,734
| +20% | +$336K | 0.12% | 125 |
|
|
2013
Q4 | $1.62K | Sell |
44,770
-495
| -1% | -$17.8K | 0.09% | 133 |
|
|
2013
Q3 | $1.58K | Sell |
45,265
-575
| -1% | -$19.9K | 0.09% | 138 |
|
|
2013
Q2 | $1.58K | Buy |
+45,840
| New | +$1.6M | 0.09% | 136 |
|
Other funds holding AEE
VCM
VPM
