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Wingate Wealth Advisors’s Ameren AEE Stock Holding History

Wingate Wealth Advisors’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
-1,350
Closed -$120K – 102
2024
Q4 		$120K Buy
+1,350
New +$121K 0.12% 127

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wingate Wealth Advisors's AEE Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Ameren (AEE) in Q1 2025, closing a stake of 1,350 shares — an estimated $120K sold.

Wingate Wealth Advisors first reported a position in AEE in Q4 2024 and held it in 1 quarter. The position peaked at $120K in Q4 2024. 808 funds tracked by Wall St. Rank hold AEE as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Ameren position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,350 Ameren shares in Q1 2025, an estimated $120K.
  • Wingate Wealth Advisors first reported a position in Ameren in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Ameren position peaked at $120K in Q4 2024.
  • 808 funds tracked by Wall St. Rank held Ameren as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.