NorthRock Partners’s Ameren AEE Stock Holding History

NorthRock Partners’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	$242K	Sell	2,203 -247	-10%	-$26.4K	﹤0.01%	582
2025 Q4	$245K	Sell	2,450 -4,210	-63%	-$432K	﹤0.01%	517
2025 Q3	$695K	Buy	6,660 +614	+10%	+$61.3K	0.01%	434
2025 Q2	$581K	Buy	6,046 +387	+7%	+$37.6K	0.02%	367
2025 Q1	$568K	Sell	5,659 -40	-0.7%	-$3.85K	0.02%	322
2024 Q4	$508K	Buy	5,699 +123	+2%	+$11K	0.02%	354
2024 Q3	$488K	Buy	5,576 +820	+17%	+$65.7K	0.02%	372
2024 Q2	$338K	Buy	4,756 +1,297	+37%	+$94.3K	0.01%	440
2024 Q1	$258K	Sell	3,459 -492	-12%	-$35K	0.01%	522
2023 Q4	$286K	Buy	+3,951	New	+$301K	0.01%	467

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

NorthRock Partners's AEE Position: Q1 2026 in Review

NorthRock Partners reduced its Ameren (AEE) stake by 10% in Q1 2026, selling an estimated $26.4K and leaving 2,203 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

NorthRock Partners first reported a position in AEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $695K in Q3 2025. 923 funds tracked by Wall St. Rank hold AEE as of Q1 2026.

NorthRock Partners held 2,203 shares of Ameren worth $242K as of Q1 2026.
NorthRock Partners sold 247 Ameren shares in Q1 2026, an estimated $26.4K.
Ameren made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #582 holding.
NorthRock Partners first reported a position in Ameren in Q4 2023 and has held it in 10 quarters since.
NorthRock Partners's Ameren position peaked at $695K in Q3 2025.
923 funds tracked by Wall St. Rank held Ameren as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.