Apella Capital
AEP icon

Apella Capital’s American Electric Power AEP Stock Holding History

Apella Capital’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 		$1.37M Buy
11,183
+2,738
+32% +$347K 0.02% 345
2026
Q2 		$1.16M Buy
8,445
+662
+9% +$87.2K 0.02% 346
2026
Q1 		$1.04M Buy
7,783
+2,249
+41% +$281K 0.02% 356
2025
Q4 		$638K Buy
5,534
+592
+12% +$69.9K 0.01% 323
2025
Q3 		$581K Buy
4,942
+64
+1% +$7K 0.01% 304
2025
Q2 		$508K Buy
4,878
+268
+6% +$27.9K 0.01% 292
2025
Q1 		$472K Buy
4,610
+205
+5% +$20.8K 0.02% 259
2024
Q4 		$406K Buy
4,405
+133
+3% +$12.9K 0.02% 250
2024
Q3 		$435K Buy
4,272
+23
+0.5% +$2.24K 0.02% 228
2024
Q2 		$373K Buy
4,249
+47
+1% +$4.11K 0.02% 231
2024
Q1 		$358K Buy
4,202
+25
+0.6% +$2.03K 0.02% 224
2023
Q4 		$348K Buy
+4,177
New +$324K 0.02% 224
2021
Q2 		– Sell
-2,922
Closed -$248K – 205
2021
Q1 		$248K Sell
2,922
-717
-20% -$57.8K 0.08% 119
2020
Q4 		$303K Sell
3,639
-725
-17% -$62.9K 0.11% 105
2020
Q3 		$357K Hold
4,364
– – 0.14% 94
2020
Q2 		$348K Hold
4,364
– – 0.16% 92
2020
Q1 		$349K Buy
+4,364
New +$413K 0.2% 80

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Apella Capital's AEP Position: Q3 2026 in Review

Apella Capital increased its American Electric Power (AEP) stake by 32% in Q3 2026, buying an estimated $347K and bringing the position to 11,183 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #345.

Apella Capital first reported a position in AEP in Q1 2020 and has held it in 17 quarters since. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Apella Capital held 11,183 shares of American Electric Power worth $1.37M as of Q3 2026.
  • Apella Capital bought 2,738 American Electric Power shares in Q3 2026, an estimated $347K.
  • American Electric Power made up 0.02% of Apella Capital's portfolio in Q3 2026, its #345 holding.
  • Apella Capital first reported a position in American Electric Power in Q1 2020 and has held it in 17 quarters since.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.