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Venturi Wealth Management’s Ameren AEE Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-1,564
Closed -$139K – 574
2024
Q4 		$139K Buy
1,564
+973
+165% +$87.1K 0.01% 652
2024
Q3 		$51.7K Buy
591
+48
+9% +$3.85K ﹤0.01% 755
2024
Q2 		$38.6K Buy
543
+519
+2,163% +$37.7K ﹤0.01% 744
2024
Q1 		$1.78K Sell
24
-90
-79% -$6.4K ﹤0.01% 1270
2023
Q4 		$8.25K Sell
114
-179
-61% -$13.6K ﹤0.01% 918
2023
Q3 		$21.9K Sell
293
-41
-12% -$3.34K ﹤0.01% 602
2023
Q2 		$27.3K Sell
334
-7,994
-96% -$685K ﹤0.01% 504
2023
Q1 		$719K Sell
8,328
-1,019
-11% -$87.2K 0.06% 200
2022
Q4 		$831K Sell
9,347
-251
-3% -$21.1K 0.07% 191
2022
Q3 		$773K Sell
9,598
-638
-6% -$58.2K 0.07% 178
2022
Q2 		$925K Sell
10,236
-348
-3% -$32.2K 0.08% 148
2022
Q1 		$992K Buy
+10,584
New +$927K 0.08% 161

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Venturi Wealth Management's AEE Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ameren (AEE) in Q1 2025, closing a stake of 1,564 shares — an estimated $139K sold.

Venturi Wealth Management first reported a position in AEE in Q1 2022 and held it in 12 quarters. The position peaked at $992K in Q1 2022. 809 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

  • Venturi Wealth Management reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,564 Ameren shares in Q1 2025, an estimated $139K.
  • Venturi Wealth Management first reported a position in Ameren in Q1 2022 and held it in 12 quarters.
  • Venturi Wealth Management's Ameren position peaked at $992K in Q1 2022.
  • 809 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.