Turtle Creek Wealth Advisors’s Ameren AEE Stock Holding History

Turtle Creek Wealth 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
2026 Q2	$665K	Buy	5,871 +2,707	+86%	+$299K	0.04%	226
2026 Q1	$348K	Buy	3,164 +78	+3%	+$8.34K	0.03%	296
2025 Q4	$308K	Buy	3,086 +214	+7%	+$21.9K	0.02%	298
2025 Q3	$300K	Buy	+2,872	New	+$287K	0.03%	273
2024 Q1	–	Sell	-51	Closed	-$3.69K	–	201
2023 Q4	$3.69K	Buy	+51	New	+$3.88K	﹤0.01%	694

Other funds holding AEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Turtle Creek Wealth Advisors's AEE Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Ameren (AEE) stake by 86% in Q2 2026, buying an estimated $299K and bringing the position to 5,871 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #226.

Turtle Creek Wealth Advisors first reported a position in AEE in Q4 2023 and has held it in 5 quarters since. 406 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Turtle Creek Wealth Advisors held 5,871 shares of Ameren worth $665K as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,707 Ameren shares in Q2 2026, an estimated $299K.
Ameren made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #226 holding.
Turtle Creek Wealth Advisors first reported a position in Ameren in Q4 2023 and has held it in 5 quarters since.
406 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.