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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MMA

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Waterfront Wealth's AEE Position: Q2 2026 in Review

Waterfront Wealth held its Ameren (AEE) position steady in Q2 2026 at 7,254 shares worth $819K. The position accounts for 0.13% of the portfolio, ranked #189.

Waterfront Wealth first reported a position in AEE in Q4 2020 and has held it in 23 quarters since. 340 funds tracked by Wall St. Rank hold AEE as of Q2 2026.

Waterfront Wealth held 7,254 shares of Ameren worth $819K as of Q2 2026.
Waterfront Wealth left its Ameren share count unchanged in Q2 2026.
Ameren made up 0.13% of Waterfront Wealth's portfolio in Q2 2026, its #189 holding.
Waterfront Wealth first reported a position in Ameren in Q4 2020 and has held it in 23 quarters since.
340 funds tracked by Wall St. Rank held Ameren as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.