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Rothschild Investment LLC’s Ameren AEE Stock Holding History

Rothschild Investment LLC’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 		$1.93M Sell
17,090
-10
-0.1% -$1.1K 0.07% 257
2026
Q1 		$1.88M Buy
17,100
+1,482
+9% +$158K 0.1% 173
2025
Q4 		$1.56M Sell
15,618
-479
-3% -$49.1K 0.09% 185
2025
Q3 		$1.68M Buy
16,097
+388
+2% +$38.7K 0.09% 172
2025
Q2 		$1.51M Sell
15,709
-71
-0.4% -$6.89K 0.09% 172
2025
Q1 		$1.58M Sell
15,780
-26
-0.2% -$2.5K 0.11% 173
2024
Q4 		$1.41M Sell
15,806
-172
-1% -$15.4K 0.09% 187
2024
Q3 		$1.4M Buy
15,978
+68
+0.4% +$5.45K 0.09% 187
2024
Q2 		$1.13M Buy
15,910
+145
+0.9% +$10.5K 0.08% 215
2024
Q1 		$1.17M Buy
15,765
+430
+3% +$30.6K 0.08% 209
2023
Q4 		$1.11M Sell
15,335
-1,750
-10% -$133K 0.09% 174
2023
Q3 		$1.28M Sell
17,085
-167
-1% -$13.6K 0.11% 176
2023
Q2 		$1.41M Buy
17,252
+287
+2% +$24.6K 0.12% 171
2023
Q1 		$1.47M Sell
16,965
-75
-0.4% -$6.42K 0.13% 159
2022
Q4 		$1.51M Buy
17,040
+20
+0.1% +$1.68K 0.14% 153
2022
Q3 		$1.37M Sell
17,020
-110
-0.6% -$10K 0.14% 158
2022
Q2 		$1.55M Hold
17,130
– – 0.14% 150
2022
Q1 		$1.61M Sell
17,130
-175
-1% -$15.3K 0.13% 162
2021
Q4 		$1.54M Sell
17,305
-1,790
-9% -$152K 0.12% 166
2021
Q3 		$1.55M Buy
19,095
+1,107
+6% +$94.4K 0.13% 159
2021
Q2 		$1.44M Buy
17,988
+608
+3% +$50.9K 0.11% 175
2021
Q1 		$1.41M Buy
17,380
+2,022
+13% +$151K 0.12% 173
2020
Q4 		$1.2M Hold
15,358
– – 0.12% 175
2020
Q3 		$1.22M Buy
15,358
+1,555
+11% +$122K 0.13% 148
2020
Q2 		$971K Sell
13,803
-300
-2% -$21.7K 0.12% 164
2020
Q1 		$1.03M Buy
14,103
+185
+1% +$14.7K 0.13% 158
2019
Q4 		$1.07M Buy
13,918
+350
+3% +$26.6K 0.11% 187
2019
Q3 		$1.09M Buy
13,568
+100
+0.7% +$7.68K 0.13% 156
2019
Q2 		$1.01M Sell
13,468
-500
-4% -$36.9K 0.12% 168
2019
Q1 		$1.03M Sell
13,968
-1,020
-7% -$71.1K 0.12% 165
2018
Q4 		$978K Hold
14,988
– – 0.13% 150
2018
Q3 		$948K Hold
14,988
– – 0.11% 168
2018
Q2 		$912K Sell
14,988
-705
-4% -$40.5K 0.11% 171
2018
Q1 		$889K Sell
15,693
-250
-2% -$13.8K 0.11% 177
2017
Q4 		$941K Sell
15,943
-589
-4% -$36.2K 0.1% 199
2017
Q3 		$956K Sell
16,532
-500
-3% -$28.9K 0.11% 202
2017
Q2 		$931K Hold
17,032
– – 0.11% 210
2017
Q1 		$930K Hold
17,032
– – 0.11% 203
2016
Q4 		$894K Hold
17,032
– – 0.11% 202
2016
Q3 		$838K Buy
17,032
+1,899
+13% +$96.9K 0.1% 193
2016
Q2 		$811K Sell
15,133
-2,062
-12% -$101K 0.1% 195
2016
Q1 		$861K Sell
17,195
-500
-3% -$23.1K 0.11% 199
2015
Q4 		$765K Hold
17,695
– – 0.1% 222
2015
Q3 		$748K Sell
17,695
-400
-2% -$16.1K 0.1% 215
2015
Q2 		$682K Buy
18,095
+500
+3% +$20.1K 0.08% 254
2015
Q1 		$743K Sell
17,595
-500
-3% -$21.8K 0.09% 229
2014
Q4 		$835K Sell
18,095
-1,100
-6% -$46.8K 0.1% 209
2014
Q3 		$736K Sell
19,195
-4,950
-21% -$194K 0.09% 227
2014
Q2 		$987K Sell
24,145
-1,150
-5% -$45.9K 0.13% 165
2014
Q1 		$1.04M Sell
25,295
-375
-1% -$14.4K 0.14% 152
2013
Q4 		$928K Hold
25,670
– – 0.13% 168
2013
Q3 		$894K Buy
25,670
+1,400
+6% +$48.5K 0.13% 154
2013
Q2 		$836K Buy
+24,270
New +$848K 0.14% 155

Other funds holding AEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 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
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's AEE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Ameren (AEE) stake by 0.06% in Q2 2026, selling an estimated $1.1K and leaving 17,090 shares worth $1.93M. The position accounts for 0.07% of the portfolio, ranked #257.

Rothschild Investment LLC first reported a position in AEE in Q2 2013 and has held it in 53 quarters since. 469 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

  • Rothschild Investment LLC held 17,090 shares of Ameren worth $1.93M as of Q2 2026.
  • Rothschild Investment LLC sold 10 Ameren shares in Q2 2026, an estimated $1.1K.
  • Ameren made up 0.07% of Rothschild Investment LLC's portfolio in Q2 2026, its #257 holding.
  • Rothschild Investment LLC first reported a position in Ameren in Q2 2013 and has held it in 53 quarters since.
  • 469 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.