Tortoise Capital Advisors’s Ameren AEE Stock Holding History

Tortoise Capital Advisors’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
2025 Q2	–	Sell	-179,673	Closed	-$18M	–	56
2025 Q1	$18M	Hold	179,673	–	–	0.22%	33
2024 Q4	$16M	Sell	179,673 -47,365	-21%	-$4.24M	0.21%	33
2024 Q3	$19.9M	Sell	227,038 -31	-0%	-$2.48K	0.26%	42
2024 Q2	$16.1M	Sell	227,069 -2,078	-0.9%	-$151K	0.21%	46
2024 Q1	$16.9M	Sell	229,147 -97,471	-30%	-$6.93M	0.24%	45
2023 Q4	$23.6M	Buy	326,618 +16,488	+5%	+$1.25M	0.36%	38
2023 Q3	$23.2M	Buy	310,130 +5,400	+2%	+$440K	0.35%	40
2023 Q2	$24.9M	Buy	304,730 +15,976	+6%	+$1.37M	0.38%	36
2023 Q1	$24.9M	Buy	288,754 +25,078	+10%	+$2.15M	0.37%	37
2022 Q4	$23.5M	Sell	263,676 -925	-0.3%	-$77.7K	0.35%	38
2022 Q3	$21.3M	Hold	264,601	–	–	0.34%	40
2022 Q2	$23.9M	Buy	264,601 +174,524	+194%	+$16.2M	0.37%	36
2022 Q1	$8.45M	Buy	+90,077	New	+$7.89M	0.11%	57

Other funds holding AEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Capital Advisors's AEE Position: Q2 2025 in Review

Tortoise Capital Advisors sold out of Ameren (AEE) in Q2 2025, closing a stake of 179,673 shares — an estimated $18M sold.

Tortoise Capital Advisors first reported a position in AEE in Q1 2022 and held it in 13 quarters. The position peaked at $24.9M in Q1 2023. 800 funds tracked by Wall St. Rank hold AEE as of Q2 2025.

Tortoise Capital Advisors reported no remaining Ameren position as of Q2 2025 after selling out during the quarter.
Tortoise Capital Advisors sold 179,673 Ameren shares in Q2 2025, an estimated $18M.
Tortoise Capital Advisors first reported a position in Ameren in Q1 2022 and held it in 13 quarters.
Tortoise Capital Advisors's Ameren position peaked at $24.9M in Q1 2023.
800 funds tracked by Wall St. Rank held Ameren as of Q2 2025.

Based on Tortoise Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.