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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

Tortoise Investment Management's AEE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Ameren (AEE) in Q4 2025, closing a stake of 28 shares — an estimated $2.95K sold.

Tortoise Investment Management first reported a position in AEE in Q4 2021 and held it in 16 quarters. The position peaked at $2.95K in Q3 2025. 880 funds tracked by Wall St. Rank hold AEE as of Q4 2025.

Tortoise Investment Management reported no remaining Ameren position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 28 Ameren shares in Q4 2025, an estimated $2.95K.
Tortoise Investment Management first reported a position in Ameren in Q4 2021 and held it in 16 quarters.
Tortoise Investment Management's Ameren position peaked at $2.95K in Q3 2025.
880 funds tracked by Wall St. Rank held Ameren as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.