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Allen Mooney & Barnes Investment Advisors’s American Electric Power AEP Stock Holding History

Allen Mooney & Barnes Investment 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 		$17.1M Buy
144,228
+1,302
+0.9% +$165K 2.54% 12
2026
Q2 		$19.6M Sell
142,926
-10,358
-7% -$1.36M 2.97% 6
2026
Q1 		$20.1M Buy
153,284
+387
+0.3% +$48.4K 2.89% 4
2025
Q4 		$17.6M Buy
152,897
+2,725
+2% +$322K 2.65% 9
2025
Q3 		$16.9M Buy
150,172
+1,283
+0.9% +$140K 2.63% 8
2025
Q2 		$15.4M Buy
148,889
+639
+0.4% +$66.5K 2.54% 12
2025
Q1 		$16.2M Buy
148,250
+2,454
+2% +$249K 2.63% 8
2024
Q4 		$13.4M Buy
145,796
+500
+0.3% +$48.4K 2.27% 12
2024
Q3 		$14.9M Sell
145,296
-4,062
-3% -$396K 2.54% 10
2024
Q2 		$13.1M Buy
149,358
+2,139
+1% +$187K 2.34% 11
2024
Q1 		$12.2M Buy
147,219
+630
+0.4% +$51.2K 2.34% 12
2023
Q4 		$11.9M Buy
146,589
+2,143
+1% +$166K 2.26% 14
2023
Q3 		$10.9M Buy
144,446
+140,703
+3,759% +$11.4M 2.31% 13
2023
Q2 		$315K Buy
3,743
+19
+0.5% +$1.68K 0.07% 115
2023
Q1 		$339K Sell
3,724
-602
-14% -$55.1K 0.08% 105
2022
Q4 		$411K Buy
4,326
+21
+0.5% +$1.91K 0.1% 92
2022
Q3 		$372K Buy
4,305
+19
+0.4% +$1.88K 0.1% 99
2022
Q2 		$411K Sell
4,286
-165
-4% -$16.4K 0.11% 93
2022
Q1 		$444K Buy
+4,451
New +$407K 0.1% 105

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's AEP Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its American Electric Power (AEP) stake by 0.91% in Q3 2026, buying an estimated $165K and bringing the position to 144,228 shares worth $17.1M. The position accounts for 2.54% of the portfolio, ranked #12.

Allen Mooney & Barnes Investment Advisors first reported a position in AEP in Q1 2022 and has held it in 19 quarters since. The position peaked at $20.1M in Q1 2026. 56 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 144,228 shares of American Electric Power worth $17.1M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 1,302 American Electric Power shares in Q3 2026, an estimated $165K.
  • American Electric Power made up 2.54% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #12 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in American Electric Power in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's American Electric Power position peaked at $20.1M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.