Vaughan David Investments’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 | $908K | Sell |
8,263
-3
| -0% | -$321 | 0.02% | 151 |
|
|
2025
Q4 | $825K | Buy |
8,266
+1,504
| +22% | +$154K | 0.02% | 151 |
|
|
2025
Q3 | $706K | Sell |
6,762
-206
| -3% | -$20.6K | 0.02% | 152 |
|
|
2025
Q2 | $669K | Hold |
6,968
| – | – | 0.02% | 153 |
|
|
2025
Q1 | $700K | Buy |
6,968
+1
| +0% | +$96 | 0.02% | 142 |
|
|
2024
Q4 | $621K | Hold |
6,967
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $609K | Buy |
6,967
+82
| +1% | +$6.57K | 0.01% | 150 |
|
|
2024
Q2 | $490K | Sell |
6,885
-65
| -0.9% | -$4.73K | 0.01% | 157 |
|
|
2024
Q1 | $514K | Sell |
6,950
-646
| -9% | -$45.9K | 0.01% | 158 |
|
|
2023
Q4 | $549K | Buy |
7,596
+1
| +0% | +$76 | 0.02% | 147 |
|
|
2023
Q3 | $568K | Sell |
7,595
-300
| -4% | -$24.5K | 0.02% | 146 |
|
|
2023
Q2 | $645K | Sell |
7,895
-383
| -5% | -$32.8K | 0.02% | 143 |
|
|
2023
Q1 | $715K | Buy |
8,278
+200
| +2% | +$17.1K | 0.02% | 136 |
|
|
2022
Q4 | $718K | Buy |
8,078
+18
| +0.2% | +$1.51K | 0.02% | 133 |
|
|
2022
Q3 | $649K | Sell |
8,060
-64
| -0.8% | -$5.84K | 0.02% | 136 |
|
|
2022
Q2 | $734K | Sell |
8,124
-133
| -2% | -$12.3K | 0.02% | 131 |
|
|
2022
Q1 | $774K | Sell |
8,257
-251
| -3% | -$22K | 0.02% | 132 |
|
|
2021
Q4 | $757K | Buy |
8,508
+136
| +2% | +$11.6K | 0.02% | 134 |
|
|
2021
Q3 | $678K | Buy |
8,372
+751
| +10% | +$64.1K | 0.02% | 135 |
|
|
2021
Q2 | $610K | Sell |
7,621
-125
| -2% | -$10.5K | 0.02% | 142 |
|
|
2021
Q1 | $630K | Sell |
7,746
-518
| -6% | -$38.8K | 0.02% | 134 |
|
|
2020
Q4 | $645K | Buy |
8,264
+18
| +0.2% | +$1.44K | 0.02% | 128 |
|
|
2020
Q3 | $652K | Hold |
8,246
| – | – | 0.03% | 124 |
|
|
2020
Q2 | $580K | Buy |
8,246
+4
| +0% | +$290 | 0.02% | 122 |
|
|
2020
Q1 | $600K | Hold |
8,242
| – | – | 0.03% | 120 |
|
|
2019
Q4 | $633K | Sell |
8,242
-1,175
| -12% | -$89.3K | 0.02% | 133 |
|
|
2019
Q3 | $754K | Sell |
9,417
-1,368
| -13% | -$105K | 0.03% | 127 |
|
|
2019
Q2 | $810K | Sell |
10,785
-900
| -8% | -$66.4K | 0.03% | 120 |
|
|
2019
Q1 | $859K | Buy |
11,685
+404
| +4% | +$28.1K | 0.04% | 118 |
|
|
2018
Q4 | $736K | Buy |
11,281
+426
| +4% | +$28.4K | 0.03% | 118 |
|
|
2018
Q3 | $686K | Hold |
10,855
| – | – | 0.03% | 122 |
|
|
2018
Q2 | $661K | Sell |
10,855
-600
| -5% | -$34.5K | 0.03% | 121 |
|
|
2018
Q1 | $649K | Hold |
11,455
| – | – | 0.03% | 119 |
|
|
2017
Q4 | $676K | Buy |
11,455
+301
| +3% | +$18.5K | 0.03% | 117 |
|
|
2017
Q3 | $645K | Buy |
11,154
+500
| +5% | +$28.9K | 0.03% | 115 |
|
|
2017
Q2 | $582K | Hold |
10,654
| – | – | 0.03% | 119 |
|
|
2017
Q1 | $582K | Sell |
10,654
-100
| -0.9% | -$5.35K | 0.03% | 117 |
|
|
2016
Q4 | $564K | Hold |
10,754
| – | – | 0.03% | 112 |
|
|
2016
Q3 | $529K | Sell |
10,754
-266
| -2% | -$13.6K | 0.03% | 113 |
|
|
2016
Q2 | $590K | Buy |
11,020
+200
| +2% | +$9.83K | 0.03% | 112 |
|
|
2016
Q1 | $542K | Hold |
10,820
| – | – | 0.03% | 115 |
|
|
2015
Q4 | $468K | Sell |
10,820
-350
| -3% | -$15.2K | 0.03% | 112 |
|
|
2015
Q3 | $472K | Buy |
11,170
+318
| +3% | +$12.8K | 0.03% | 112 |
|
|
2015
Q2 | $409K | Hold |
10,852
| – | – | 0.02% | 117 |
|
|
2015
Q1 | $458K | Sell |
10,852
-2,200
| -17% | -$95.7K | 0.03% | 118 |
|
|
2014
Q4 | $602K | Buy |
13,052
+363
| +3% | +$15.4K | 0.03% | 111 |
|
|
2014
Q3 | $486K | Buy |
12,689
+1
| +0% | +$39 | 0.03% | 113 |
|
|
2014
Q2 | $519K | Hold |
12,688
| – | – | 0.03% | 113 |
|
|
2014
Q1 | $523K | Buy |
12,688
+100
| +0.8% | +$3.85K | 0.03% | 110 |
|
|
2013
Q4 | $455K | Buy |
12,588
+53
| +0.4% | +$1.9K | 0.03% | 112 |
|
|
2013
Q3 | $437K | Buy |
12,535
+1
| +0% | +$35 | 0.03% | 111 |
|
|
2013
Q2 | $432K | Buy |
+12,534
| New | +$438K | 0.03% | 109 |
|
Other funds holding AEE
VCM
VPM
