Wheelhouse Advisory Group’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$632K Buy
2025
Q2
$564K Sell
2025
Q1
$669K Sell
2024
Q4
$669K Buy
2024
Q3
$656K Sell
2024
Q2
$639K Buy