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WR Wealth Planners’s Ameren AEE Stock Holding History

WR Wealth Planners’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
2024
Q4 		$88.1K Sell
988
-1,391
-58% -$125K 0.03% 250
2024
Q3 		$208K Sell
2,379
-93
-4% -$7.45K 0.06% 177
2024
Q2 		$176K Hold
2,472
– – 0.05% 185
2024
Q1 		$183K Buy
+2,472
New +$176K 0.06% 184
2023
Q4 		– Sell
-2,472
Closed -$185K – 199
2023
Q3 		$185K Buy
2,472
+78
+3% +$6.36K 0.07% 181
2023
Q2 		$196K Hold
2,394
– – 0.08% 172
2023
Q1 		$207K Buy
2,394
+108
+5% +$9.24K 0.09% 152
2022
Q4 		$203K Buy
2,286
+1,514
+196% +$127K 0.13% 112
2022
Q3 		$62.2K Buy
772
+2
+0.3% +$183 0.04% 152
2022
Q2 		$69.5K Buy
770
+3
+0.4% +$278 0.05% 149
2022
Q1 		$71.9K Buy
+767
New +$67.2K 0.04% 150

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WR Wealth Planners's AEE Position: Q4 2024 in Review

WR Wealth Planners reduced its Ameren (AEE) stake by 58% in Q4 2024, selling an estimated $125K and leaving 988 shares worth $88.1K. The position accounts for 0.03% of the portfolio, ranked #250.

WR Wealth Planners first reported a position in AEE in Q1 2022 and has held it in 11 quarters since. The position peaked at $208K in Q3 2024. 737 funds tracked by Wall St. Rank hold AEE as of Q4 2024.

  • WR Wealth Planners held 988 shares of Ameren worth $88.1K as of Q4 2024.
  • WR Wealth Planners sold 1,391 Ameren shares in Q4 2024, an estimated $125K.
  • Ameren made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #250 holding.
  • WR Wealth Planners first reported a position in Ameren in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Ameren position peaked at $208K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Ameren as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.