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Acima Private Wealth’s American Electric Power AEP Stock Holding History

Acima Private Wealth’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
Q2 		$167K Hold
1,224
– – 0.05% 117
2026
Q1 		$160K Hold
1,224
– – 0.05% 119
2025
Q4 		$141K Hold
1,224
– – 0.04% 120
2025
Q3 		$138K Hold
1,224
– – 0.04% 125
2025
Q2 		$127K Hold
1,224
– – 0.04% 127
2025
Q1 		$134K Hold
1,224
– – 0.05% 127
2024
Q4 		$113K Hold
1,224
– – 0.04% 136
2024
Q3 		$126K Hold
1,224
– – 0.04% 132
2024
Q2 		$107K Hold
1,224
– – 0.04% 132
2024
Q1 		$105K Hold
1,224
– – 0.04% 136
2023
Q4 		$99.4K Hold
1,224
– – 0.04% 142
2023
Q3 		$92.1K Hold
1,224
– – 0.04% 148
2023
Q2 		$103K Hold
1,224
– – 0.05% 148
2023
Q1 		$111K Hold
1,224
– – 0.05% 144
2022
Q4 		$116K Hold
1,224
– – 0.06% 135
2022
Q3 		$106K Hold
1,224
– – 0.05% 134
2022
Q2 		$117K Hold
1,224
– – 0.06% 136
2022
Q1 		$122K Hold
1,224
– – 0.06% 140
2021
Q4 		$109K Hold
1,224
– – 0.05% 146
2021
Q3 		$99K Hold
1,224
– – 0.05% 144
2021
Q2 		$104K Hold
1,224
– – 0.05% 143
2021
Q1 		$104K Hold
1,224
– – 0.05% 141
2020
Q4 		$102K Hold
1,224
– – 0.05% 136
2020
Q3 		$100K Hold
1,224
– – 0.06% 136
2020
Q2 		$97K Hold
1,224
– – 0.06% 143
2020
Q1 		$98K Hold
1,224
– – 0.08% 146
2019
Q4 		$116K Hold
1,224
– – 0.08% 158
2019
Q3 		$114K Hold
1,224
– – 0.09% 157
2019
Q2 		$108K Hold
1,224
– – 0.09% 152
2019
Q1 		$103K Hold
1,224
– – 0.09% 151
2018
Q4 		$91K Buy
+1,224
New +$91.8K 0.09% 153

Other funds holding AEP

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return