Affiance Financial
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Affiance Financial’s American Electric Power AEP Stock Holding History

Affiance Financial’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 		$221K Hold
1,860
– – 0.03% 102
2026
Q2 		$254K Buy
+1,860
New +$245K 0.04% 100

Other funds holding AEP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Affiance Financial's AEP Position: Q3 2026 in Review

Affiance Financial held its American Electric Power (AEP) position steady in Q3 2026 at 1,860 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #102.

Affiance Financial first reported a position in AEP in Q2 2026 and has held it in 2 quarters since. The position peaked at $254K in Q2 2026. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Affiance Financial held 1,860 shares of American Electric Power worth $221K as of Q3 2026.
  • Affiance Financial left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.03% of Affiance Financial's portfolio in Q3 2026, its #102 holding.
  • Affiance Financial first reported a position in American Electric Power in Q2 2026 and has held it in 2 quarters since.
  • Affiance Financial's American Electric Power position peaked at $254K in Q2 2026.
  • 786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.