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Concurrent Investment Advisors, LLC → AEE
Concurrent Investment Advisors, LLC AEE Position History
Ameren Corporation • Utilities
Quarters held
8
Latest value
$50K
Q3 2026
Peak value
$4.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $628K |
| Q4 2025 | $699K |
| Q1 2026 | $1.1M |
| Q1 2026 | $917K |
| Q2 2026 | $37K |
| Q2 2026 | $4.5M |
| Q3 2026 | $3.9M |
| Q3 2026 | $50K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50K | 504 | — | — |
| Q3 2026 | $3.9M | 39.5K | — | — |
| Q2 2026 | $4.5M | 39.7K | — | — |
| Q2 2026 | $37K | 324 | — | — |
| Q1 2026 | $917K | 8.3K | — | — |
| Q1 2026 | $1.1M | 9.9K | — | — |
| Q4 2025 | $699K | 7.0K | — | — |
| Q4 2025 | $628K | 6.3K | — | — |
Other funds holding AEE
$3.4B
$3.3B
$3.3B
$3.3B
$1.7B
$1.7B
$1.6B
$1.5B