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 Q3	$298K	Hold	3,000	–	–	0.19%	54
2026 Q2	$339K	Hold	3,000	–	–	0.21%	54
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Brightwater Advisory's AEE Position: Q3 2026 in Review

Brightwater Advisory held its Ameren (AEE) position steady in Q3 2026 at 3,000 shares worth $298K. The position accounts for 0.19% of the portfolio, ranked #54.

Brightwater Advisory first reported a position in AEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $339K in Q2 2026. 644 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

Brightwater Advisory held 3,000 shares of Ameren worth $298K as of Q3 2026.
Brightwater Advisory left its Ameren share count unchanged in Q3 2026.
Ameren made up 0.19% of Brightwater Advisory's portfolio in Q3 2026, its #54 holding.
Brightwater Advisory first reported a position in Ameren in Q4 2023 and has held it in 12 quarters since.
Brightwater Advisory's Ameren position peaked at $339K in Q2 2026.
644 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Brightwater Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.