Tortoise Investment Management’s Ameren AEE Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-28	Closed	-$2.95K	–	262
2025 Q3	$2.95K	Buy	28 +4	+17%	+$399	﹤0.01%	797
2025 Q2	$2.31K	Buy	24 +2	+9%	+$194	﹤0.01%	768
2025 Q1	$2.2K	Hold	22	–	–	﹤0.01%	699
2024 Q4	$1.94K	Hold	22	–	–	﹤0.01%	762
2024 Q3	$1.89K	Buy	22 +1	+5%	+$80	﹤0.01%	770
2024 Q2	$1.53K	Hold	21	–	–	﹤0.01%	803
2024 Q1	$1.57K	Hold	21	–	–	﹤0.01%	793
2023 Q4	$1.52K	Hold	21	–	–	﹤0.01%	724
2023 Q3	$1.56K	Hold	21	–	–	﹤0.01%	719
2023 Q2	$1.69K	Hold	21	–	–	﹤0.01%	709
2023 Q1	$1.77K	Buy	21 +1	+5%	+$86	﹤0.01%	704
2022 Q4	$1.81K	Hold	20	–	–	﹤0.01%	702
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	670
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	669
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	629
2021 Q4	$2K	Buy	+20	New	+$1.7K	﹤0.01%	606

Other funds holding AEE

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fidelity Investments

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return