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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return