Affinity Capital Advisors
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Affinity Capital Advisors’s American Electric Power AEP Stock Holding History

Affinity Capital Advisors’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 		$376K Buy
3,058
+537
+21% +$68K 0.04% 139
2026
Q2 		$343K Buy
2,521
+257
+11% +$33.9K 0.04% 133
2026
Q1 		$297K Sell
2,264
-107
-5% -$13.4K 0.04% 134
2025
Q4 		$273K Buy
+2,371
New +$280K 0.04% 137
2020
Q1 		– Sell
-2,918
Closed -$276K – 98
2019
Q4 		$276K Buy
+2,918
New +$270K 0.18% 88

Other funds holding AEP

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
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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Affinity Capital Advisors's AEP Position: Q3 2026 in Review

Affinity Capital Advisors increased its American Electric Power (AEP) stake by 21% in Q3 2026, buying an estimated $68K and bringing the position to 3,058 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #139.

Affinity Capital Advisors first reported a position in AEP in Q4 2019 and has held it in 5 quarters since. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Affinity Capital Advisors held 3,058 shares of American Electric Power worth $376K as of Q3 2026.
  • Affinity Capital Advisors bought 537 American Electric Power shares in Q3 2026, an estimated $68K.
  • American Electric Power made up 0.04% of Affinity Capital Advisors's portfolio in Q3 2026, its #139 holding.
  • Affinity Capital Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 5 quarters since.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.