SBI Okasan Asset Management’s Ameren AEE Stock Holding History

SBI Okasan Asset Management’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	$814K	Hold	7,100	–	–	0.03%	157
2026 Q1	$779K	Hold	7,100	–	–	0.03%	143
2025 Q4	$712K	Buy	+7,100	New	+$728K	0.04%	149

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

SBI Okasan Asset Management's AEE Position: Q2 2026 in Review

SBI Okasan Asset Management held its Ameren (AEE) position steady in Q2 2026 at 7,100 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #157.

SBI Okasan Asset Management first reported a position in AEE in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

SBI Okasan Asset Management held 7,100 shares of Ameren worth $814K as of Q2 2026.
SBI Okasan Asset Management left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.03% of SBI Okasan Asset Management's portfolio in Q2 2026, its #157 holding.
SBI Okasan Asset Management first reported a position in Ameren in Q4 2025 and has held it in 3 quarters since.
950 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.