Rockport Wealth’s Ameren AEE Stock Holding History

Rockport Wealth’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	$285K	Hold	2,517	–	–	0.05%	90
2026 Q1	$277K	Hold	2,517	–	–	0.05%	83
2025 Q4	$251K	Hold	2,517	–	–	0.05%	83
2025 Q3	$263K	Hold	2,517	–	–	0.05%	77
2025 Q2	$242K	Buy	+2,517	New	+$244K	0.06%	73

Other funds holding AEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Rockport Wealth's AEE Position: Q2 2026 in Review

Rockport Wealth held its Ameren (AEE) position steady in Q2 2026 at 2,517 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #90.

Rockport Wealth first reported a position in AEE in Q2 2025 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Rockport Wealth held 2,517 shares of Ameren worth $285K as of Q2 2026.
Rockport Wealth left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.05% of Rockport Wealth's portfolio in Q2 2026, its #90 holding.
Rockport Wealth first reported a position in Ameren in Q2 2025 and has held it in 5 quarters since.
373 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.