Altus Wealth Group
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Altus Wealth Group’s American Electric Power AEP Stock Holding History

Altus Wealth Group’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 		$2.12M Sell
17,887
-62
-0.3% -$7.85K 0.8% 23
2026
Q2 		$2.46M Buy
17,949
+98
+0.5% +$12.9K 0.89% 21
2026
Q1 		$2.34M Sell
17,851
-296
-2% -$37K 0.96% 21
2025
Q4 		$2.09M Sell
18,147
-131
-0.7% -$15.5K 0.84% 26
2025
Q3 		$2.06M Sell
18,278
-71
-0.4% -$7.77K 0.84% 26
2025
Q2 		$1.9M Sell
18,349
-41
-0.2% -$4.26K 0.84% 26
2025
Q1 		$2.01M Sell
18,390
-65
-0.4% -$6.58K 0.94% 22
2024
Q4 		$1.7M Sell
18,455
-238
-1% -$23K 0.75% 35
2024
Q3 		$1.92M Buy
18,693
+835
+5% +$81.5K 0.82% 33
2024
Q2 		$1.57M Buy
17,858
+476
+3% +$41.6K 0.78% 35
2024
Q1 		$1.5M Buy
17,382
+416
+2% +$33.8K 0.75% 34
2023
Q4 		$1.38M Buy
16,966
+1,827
+12% +$142K 0.76% 33
2023
Q3 		$1.14M Sell
15,139
-169
-1% -$13.8K 0.72% 35
2023
Q2 		$1.29M Buy
15,308
+73
+0.5% +$6.45K 0.79% 31
2023
Q1 		$1.39M Buy
15,235
+13
+0.1% +$1.19K 0.93% 25
2022
Q4 		$1.45M Buy
15,222
+4,416
+41% +$402K 1.1% 20
2022
Q3 		$877K Hold
10,806
– – 0.87% 29
2022
Q2 		$877K Sell
10,806
-3,850
-26% -$382K 0.87% 29
2022
Q1 		$1.46M Buy
14,656
+4,460
+44% +$407K 1.2% 17
2021
Q4 		$907K Sell
10,196
-610
-6% -$51.5K 0.75% 31
2021
Q3 		$877K Buy
10,806
+409
+4% +$35.7K 0.87% 29
2021
Q2 		$879K Buy
10,397
+33
+0.3% +$2.84K 0.86% 28
2021
Q1 		$916K Buy
10,364
+88
+0.9% +$7.09K 0.91% 27
2020
Q4 		$856K Buy
+10,276
New +$892K 0.82% 23

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

Altus Wealth Group's AEP Position: Q3 2026 in Review

Altus Wealth Group reduced its American Electric Power (AEP) stake by 0.35% in Q3 2026, selling an estimated $7.85K and leaving 17,887 shares worth $2.12M. The position accounts for 0.8% of the portfolio, ranked #23.

Altus Wealth Group first reported a position in AEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q2 2026. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Altus Wealth Group held 17,887 shares of American Electric Power worth $2.12M as of Q3 2026.
  • Altus Wealth Group sold 62 American Electric Power shares in Q3 2026, an estimated $7.85K.
  • American Electric Power made up 0.8% of Altus Wealth Group's portfolio in Q3 2026, its #23 holding.
  • Altus Wealth Group first reported a position in American Electric Power in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's American Electric Power position peaked at $2.46M in Q2 2026.
  • 786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.