Burk Holdings’s Ameren AEE Stock Holding History

Burk Holdings’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 Q2	$89.8K	Hold	794	–	–	0.03%	114
2026 Q1	$87.3K	Buy	+794	New	+$84.9K	0.04%	113

Other funds holding AEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Burk Holdings's AEE Position: Q2 2026 in Review

Burk Holdings held its Ameren (AEE) position steady in Q2 2026 at 794 shares worth $89.8K. The position accounts for 0.03% of the portfolio, ranked #114.

Burk Holdings first reported a position in AEE in Q1 2026 and has held it in 2 quarters since. 952 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Burk Holdings held 794 shares of Ameren worth $89.8K as of Q2 2026.
Burk Holdings left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.03% of Burk Holdings's portfolio in Q2 2026, its #114 holding.
Burk Holdings first reported a position in Ameren in Q1 2026 and has held it in 2 quarters since.
952 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.