Brightwater Advisory’s Ameren AEE Stock Holding History

Brightwater Advisory’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
2026 Q1	$330K	Hold	3,000	–	–	0.22%	55
2025 Q4	$300K	Hold	3,000	–	–	0.2%	57
2025 Q3	$313K	Hold	3,000	–	–	0.22%	51
2025 Q2	$288K	Hold	3,000	–	–	0.21%	54
2025 Q1	$301K	Hold	3,000	–	–	0.24%	52
2024 Q4	$267K	Hold	3,000	–	–	0.21%	54
2024 Q3	$262K	Hold	3,000	–	–	0.19%	57
2024 Q2	$213K	Hold	3,000	–	–	0.16%	59
2024 Q1	$222K	Hold	3,000	–	–	0.18%	54
2023 Q4	$217K	Buy	+3,000	New	+$228K	0.18%	49

Other funds holding AEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Brightwater Advisory's AEE Position: Q1 2026 in Review

Brightwater Advisory held its Ameren (AEE) position steady in Q1 2026 at 3,000 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #55.

Brightwater Advisory first reported a position in AEE in Q4 2023 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

Brightwater Advisory held 3,000 shares of Ameren worth $330K as of Q1 2026.
Brightwater Advisory left its Ameren share count unchanged in Q1 2026.
Ameren made up 0.22% of Brightwater Advisory's portfolio in Q1 2026, its #55 holding.
Brightwater Advisory first reported a position in Ameren in Q4 2023 and has held it in 10 quarters since.
924 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.