Activest Wealth Management
AEP icon

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

Activest 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 		– Sell
-49
Closed -$6.7K – 1060
2026
Q2 		$6.7K Buy
49
+3
+7% +$395 ﹤0.01% 666
2026
Q1 		$6.03K Sell
46
-171
-79% -$21.4K ﹤0.01% 788
2025
Q4 		$25K Buy
217
+91
+72% +$10.7K ﹤0.01% 453
2025
Q3 		$14.2K Buy
126
+9
+8% +$985 ﹤0.01% 428
2025
Q2 		$12.1K Sell
117
-1
-0.8% -$104 ﹤0.01% 395
2025
Q1 		$12.9K Buy
118
+113
+2,260% +$11.4K ﹤0.01% 355
2024
Q4 		$461 Buy
+5
New +$484 ﹤0.01% 540

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Activest Wealth Management sold out of American Electric Power (AEP) in Q3 2026, closing a stake of 49 shares — an estimated $6.7K sold.

Activest Wealth Management first reported a position in AEP in Q4 2024 and held it in 7 quarters. The position peaked at $25K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Activest Wealth Management reported no remaining American Electric Power position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 49 American Electric Power shares in Q3 2026, an estimated $6.7K.
  • Activest Wealth Management first reported a position in American Electric Power in Q4 2024 and held it in 7 quarters.
  • Activest Wealth Management's American Electric Power position peaked at $25K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.