Accurate Wealth Management
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Accurate Wealth Management’s American Electric Power AEP Stock Holding History

Accurate Wealth Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.23M Buy
17,725
+2,868
+19% +$363K 0.19% 116
2026
Q2 		$2.01M Buy
14,857
+2,259
+18% +$298K 0.19% 123
2026
Q1 		$1.72M Buy
12,598
+606
+5% +$75.8K 0.21% 106
2025
Q4 		$1.4M Buy
11,992
+849
+8% +$100K 0.18% 132
2025
Q3 		$1.32M Buy
11,143
+1,292
+13% +$141K 0.18% 134
2025
Q2 		$1.04M Buy
9,851
+704
+8% +$73.2K 0.16% 141
2025
Q1 		$957K Buy
9,147
+910
+11% +$92.2K 0.18% 119
2024
Q4 		$770K Buy
8,237
+756
+10% +$73.2K 0.15% 152
2024
Q3 		$746K Buy
7,481
+94
+1% +$9.17K 0.15% 146
2024
Q2 		$672K Sell
7,387
-61
-0.8% -$5.34K 0.16% 133
2024
Q1 		$627K Buy
7,448
+1,592
+27% +$129K 0.18% 124
2023
Q4 		$471K Buy
5,856
+391
+7% +$30.4K 0.15% 139
2023
Q3 		$414K Buy
5,465
+763
+16% +$62.1K 0.13% 153
2023
Q2 		$410K Buy
4,702
+312
+7% +$27.6K 0.13% 162
2023
Q1 		$415K Buy
4,390
+720
+20% +$65.9K 0.14% 152
2022
Q4 		$357K Buy
+3,670
New +$334K 0.13% 140
2022
Q3 		– Sell
-3,182
Closed -$304K – 184
2022
Q2 		$304K Sell
3,182
-206
-6% -$20.4K 0.17% 109
2022
Q1 		$338K Buy
3,388
+531
+19% +$48.5K 0.15% 118
2021
Q4 		$252K Buy
2,857
+39
+1% +$3.29K 0.21% 119
2021
Q3 		$229K Sell
2,818
-34
-1% -$2.97K 0.2% 124
2021
Q2 		$241K Buy
+2,852
New +$246K 0.21% 114

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Accurate Wealth Management's AEP Position: Q3 2026 in Review

Accurate Wealth Management increased its American Electric Power (AEP) stake by 19% in Q3 2026, buying an estimated $363K and bringing the position to 17,725 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #116.

Accurate Wealth Management first reported a position in AEP in Q2 2021 and has held it in 21 quarters since. 1,105 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Accurate Wealth Management held 17,725 shares of American Electric Power worth $2.23M as of Q3 2026.
  • Accurate Wealth Management bought 2,868 American Electric Power shares in Q3 2026, an estimated $363K.
  • American Electric Power made up 0.19% of Accurate Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Accurate Wealth Management first reported a position in American Electric Power in Q2 2021 and has held it in 21 quarters since.
  • 1,105 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.