Aldebaran Financial’s American Electric Power AEP Stock Holding History

Aldebaran 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	$202K	Hold	1,700	–	–	0.16%	85
2026 Q2	$233K	Hold	1,700	–	–	0.19%	73
2026 Q1	$223K	Buy	+1,700	New	+$213K	0.21%	70
2023 Q2	–	Sell	-2,300	Closed	-$209K	–	66
2023 Q1	$209K	Sell	2,300 -200	-8%	-$18.3K	0.27%	69
2022 Q4	$237K	Hold	2,500	–	–	0.26%	71
2022 Q3	$219K	Hold	2,500	–	–	0.24%	71
2022 Q2	$243K	Hold	2,500	–	–	0.26%	69
2022 Q1	$249K	Buy	2,500 +100	+4%	+$9.14K	0.19%	82
2021 Q4	$214K	Buy	+2,400	New	+$202K	0.16%	88
2021 Q3	–	Sell	-2,400	Closed	-$205K	–	87
2021 Q2	$205K	Hold	2,400	–	–	0.17%	87
2021 Q1	$203K	Sell	2,400 -1,290	-35%	-$104K	0.18%	81
2020 Q4	$307K	Hold	3,690	–	–	0.29%	63
2020 Q3	$302K	Hold	3,690	–	–	0.31%	61
2020 Q2	$294K	Sell	3,690 -100	-3%	-$8.16K	0.35%	65
2020 Q1	$303K	Sell	3,790 -755	-17%	-$71.4K	0.3%	71
2019 Q4	$430K	Hold	4,545	–	–	0.33%	71
2019 Q3	$424K	Hold	4,545	–	–	0.28%	75
2019 Q2	$400K	Sell	4,545 -125	-3%	-$10.8K	0.28%	75
2019 Q1	$391K	Sell	4,670 -100	-2%	-$7.95K	0.28%	81
2018 Q4	$357K	Hold	4,770	–	–	0.27%	82
2018 Q3	$338K	Sell	4,770 -510	-10%	-$36.3K	0.22%	83
2018 Q2	$366K	Hold	5,280	–	–	0.25%	82
2018 Q1	$362K	Sell	5,280 -5,075	-49%	-$342K	0.24%	83
2017 Q4	$762K	Sell	10,355 -118	-1%	-$8.82K	0.51%	58
2017 Q3	$736K	Hold	10,473	–	–	0.51%	62
2017 Q2	$728K	Hold	10,473	–	–	0.53%	59
2017 Q1	$703K	Hold	10,473	–	–	0.54%	56
2016 Q4	$659K	Sell	10,473 -6,951	-40%	-$429K	0.52%	64
2016 Q3	$1.12M	Hold	17,424	–	–	0.89%	44
2016 Q2	$1.23M	Buy	17,424 +6,500	+60%	+$425K	0.99%	36
2016 Q1	$725K	Hold	10,924	–	–	0.63%	53
2015 Q4	$637K	Hold	10,924	–	–	0.59%	53
2015 Q3	$621K	Sell	10,924 -2,500	-19%	-$139K	0.59%	52
2015 Q2	$711K	Hold	13,424	–	–	0.6%	54
2015 Q1	$755K	Sell	13,424 -4,345	-24%	-$258K	0.65%	56
2014 Q4	$1.08M	Buy	17,769 +5,995	+51%	+$343K	0.95%	40
2014 Q3	$615K	Sell	11,774 -5,250	-31%	-$278K	0.55%	58
2014 Q2	$949K	Sell	17,024 -61	-0.4%	-$3.22K	0.75%	50
2014 Q1	$866K	Sell	17,085 -250	-1%	-$12.1K	0.76%	48
2013 Q4	$810K	Buy	+17,335	New	+$800K	0.77%	47

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aldebaran Financial's AEP Position: Q3 2026 in Review

Aldebaran Financial held its American Electric Power (AEP) position steady in Q3 2026 at 1,700 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #85.

Aldebaran Financial first reported a position in AEP in Q4 2013 and has held it in 40 quarters since. The position peaked at $1.23M in Q2 2016. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Aldebaran Financial held 1,700 shares of American Electric Power worth $202K as of Q3 2026.
Aldebaran Financial left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.16% of Aldebaran Financial's portfolio in Q3 2026, its #85 holding.
Aldebaran Financial first reported a position in American Electric Power in Q4 2013 and has held it in 40 quarters since.
Aldebaran Financial's American Electric Power position peaked at $1.23M in Q2 2016.
1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Aldebaran Financial's 13F filing for Q3 2026, filed 6 Nov 2026.