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WealthPLAN Partners’s Ameren AEE Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-821
Closed -$67.1K – 327
2023
Q2 		$67.1K Sell
821
-250
-23% -$21.4K 0.01% 458
2023
Q1 		$92.5K Buy
+1,071
New +$91.7K 0.01% 439
2017
Q2 		– Sell
-32
Closed -$1.76K – 186
2017
Q1 		$1.76K Buy
+32
New +$1.71K 0.01% 413
2016
Q3 		$1.52K Sell
32
-32
-50% -$1.63K ﹤0.01% 876
2016
Q2 		$1.72K Buy
+64
New +$3.15K ﹤0.01% 2262

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthPLAN Partners's AEE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ameren (AEE) in Q3 2023, closing a stake of 821 shares — an estimated $67.1K sold.

WealthPLAN Partners first reported a position in AEE in Q2 2016 and held it in 5 quarters. The position peaked at $92.5K in Q1 2023. 669 funds tracked by Wall St. Rank hold AEE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Ameren position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 821 Ameren shares in Q3 2023, an estimated $67.1K.
  • WealthPLAN Partners first reported a position in Ameren in Q2 2016 and held it in 5 quarters.
  • WealthPLAN Partners's Ameren position peaked at $92.5K in Q1 2023.
  • 669 funds tracked by Wall St. Rank held Ameren as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.