SVB WEALTH LLC

Position in AEE — Ameren Corp

CIK 1626116 BOSTON, MA

Position in AEE

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$213,243

-$17,732 QoQ

Shares Held

1,940

-16.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	77,720	$3,694,805
2	SO	Southern Co	8,927	$854,400
3	AEP	American Electric Power Co Inc	4,674	$639,448
4	PEG	Public Service Enterprise Group Inc	3,058	$248,185

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$213,243	1,940	-16.1%	Shares	Sole	2026-04-17
2025-12-31	$230,975	2,313	-79.1%	Shares	Sole	2026-02-04
2025-09-30	$1,154,335	11,059	-23.8%	Shares	Sole	2025-11-06
2025-06-30	$1,394,594	14,521	+10.4%	Shares	Sole	2025-08-14
2025-03-31	$1,320,460	13,152	+154.2%	Shares	Sole	2025-05-14
2024-12-31	$461,120	5,173	+49.8%	Shares	Sole	2025-02-05
2023-12-31	$249,861	3,454	-4.5%	Shares	Sole	2024-01-30
2023-09-30	$270,584	3,616	+3.3%	Shares	Sole	2023-10-23
2023-06-30	$285,844	3,500	-17.0%	Shares	Sole	2023-07-24
2023-03-31	$364,392	4,218	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$369,907	4,160	-4.4%	Shares	Sole	2023-02-10
2022-09-30	$350,633	4,353	+14.0%	Shares	Sole	2022-11-09
2022-06-30	$345,084	3,819	+0.6%	Shares	Sole	2022-08-16
2022-03-31	$355,818	3,795	-13.5%	Shares	Sole	2022-05-13
2021-12-31	$390,308	4,385	+17.0%	Shares	Sole	2022-02-15
2021-09-30	$303,669	3,749	-5.5%	Shares	Sole	2021-11-09
2021-06-30	$317,597	3,968	-2.3%	Shares	Sole	2021-08-13
2021-03-31	$330,483	4,062	-8.3%	Shares	Sole	2021-05-11
2020-12-31	$345,883	4,431	-14.6%	Shares	Sole	2021-02-10
2020-09-30	$410,424	5,190	-18.0%	Shares	Sole	2020-11-10
2020-06-30	$445,308	6,329	-65.2%	Shares	Sole	2020-08-05
2020-03-31	$1,323,903	18,178	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.