Waterfront Wealth’s Ameren AEE Stock Holding History

Waterfront Wealth’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 Q3	$772K	Hold	7,254	–	–	0.12%	189
2026 Q2	$819K	Hold	7,254	–	–	0.13%	189
2026 Q1	$797K	Hold	7,254	–	–	0.15%	175
2025 Q4	$751K	Hold	7,254	–	–	0.14%	174
2025 Q3	$767K	Sell	7,254 -250	-3%	-$25K	0.16%	168
2025 Q2	$721K	Hold	7,504	–	–	0.16%	169
2025 Q1	$753K	Hold	7,504	–	–	0.18%	160
2024 Q4	$669K	Hold	7,504	–	–	0.16%	163
2024 Q3	$651K	Hold	7,504	–	–	0.16%	168
2024 Q2	$534K	Hold	7,504	–	–	0.14%	171
2024 Q1	$561K	Hold	7,504	–	–	0.16%	166
2023 Q4	$543K	Hold	7,504	–	–	0.16%	160
2023 Q3	$565K	Hold	7,504	–	–	0.19%	153
2023 Q2	$659K	Hold	7,504	–	–	0.2%	146
2023 Q1	$648K	Hold	7,504	–	–	0.21%	141
2022 Q4	$654K	Sell	7,504 -300	-4%	-$25.2K	0.22%	140
2022 Q3	$631K	Hold	7,804	–	–	0.24%	128
2022 Q2	$705K	Hold	7,804	–	–	0.28%	99
2022 Q1	$755K	Hold	7,804	–	–	0.27%	93
2021 Q4	$695K	Hold	7,804	–	–	0.28%	92
2021 Q3	$632K	Hold	7,804	–	–	0.31%	82
2021 Q2	$625K	Hold	7,804	–	–	0.3%	85
2021 Q1	$632K	Sell	7,804 -315	-4%	-$23.6K	0.32%	84
2020 Q4	$634K	Buy	+8,119	New	+$651K	0.45%	55

Other funds holding AEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Waterfront Wealth's AEE Position: Q3 2026 in Review

Waterfront Wealth held its Ameren (AEE) position steady in Q3 2026 at 7,254 shares worth $772K. The position accounts for 0.12% of the portfolio, ranked #189.

Waterfront Wealth first reported a position in AEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $819K in Q2 2026. 442 funds tracked by Wall St. Rank hold AEE as of Q3 2026.

Waterfront Wealth held 7,254 shares of Ameren worth $772K as of Q3 2026.
Waterfront Wealth left its Ameren share count unchanged in Q3 2026.
Ameren made up 0.12% of Waterfront Wealth's portfolio in Q3 2026, its #189 holding.
Waterfront Wealth first reported a position in Ameren in Q4 2020 and has held it in 24 quarters since.
Waterfront Wealth's Ameren position peaked at $819K in Q2 2026.
442 funds tracked by Wall St. Rank held Ameren as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.