MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in AEE — Ameren Corp

CIK 1965241 ST. LOUIS, MO

Position in AEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,546,613

+$51,482 QoQ

Shares Held

13,682

+0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#343

of 945 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $10,746,673 across 7 Utilities - Regulated Electric names. AEE ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	35,582	$3,405,553
2	NEE	Nextera Energy Inc	25,742	$2,259,375
3	WEC	Wec Energy Group, Inc.	13,645	$1,593,326
4	AEE	Ameren Corp This page	13,682	$1,546,613
5	XEL	Xcel Energy Inc	10,895	$874,868
6	DUK	Duke Energy CORP	5,300	$670,874
7	AEP	American Electric Power Co Inc	2,895	$396,064

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,546,613	13,682	+0.6%	Shares	Sole	2026-08-05
2026-03-31	$1,495,131	13,602	-1.1%	Shares	Sole	2026-04-30
2025-12-31	$1,373,274	13,752	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$1,447,124	13,864	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$1,328,617	13,834	+1.8%	Shares	Sole	2025-08-11
2025-03-31	$1,363,833	13,584	+3.3%	Shares	Sole	2025-05-02
2024-12-31	$1,171,745	13,145	+1.1%	Shares	Sole	2025-02-18
2024-09-30	$1,136,630	12,996	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$921,158	12,954	+2.1%	Shares	Sole	2024-08-06
2024-03-31	$938,330	12,687	-11.9%	Shares	Sole	2024-06-13
2023-12-31	$1,042,202	14,407	-3.7%	Shares	Sole	2024-02-13
2023-09-30	$1,119,381	14,959	+39.9%	Shares	Sole	2023-11-01
2023-06-30	$873,133	10,691	+0.2%	Shares	Sole	2023-08-08
2023-03-31	$922,126	10,674	+0.2%	Shares	Sole	2023-04-10
2022-12-31	$947,709	10,658	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.