Aprio Wealth Management’s American Electric Power AEP Stock Holding History

Aprio Wealth Management’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	$935K	Buy	7,881 +293	+4%	+$37.1K	0.04%	262
2026 Q2	$1.04M	Buy	7,588 +98	+1%	+$12.9K	0.05%	228
2026 Q1	$982K	Buy	7,490 +352	+5%	+$44K	0.05%	213
2025 Q4	$823K	Buy	7,138 +1,230	+21%	+$145K	0.05%	229
2025 Q3	$665K	Buy	5,908 +1,542	+35%	+$169K	0.07%	172
2025 Q2	$453K	Buy	4,366 +1,496	+52%	+$156K	0.05%	206
2025 Q1	$314K	Buy	2,870 +243	+9%	+$24.6K	0.04%	262
2024 Q4	$242K	Buy	+2,627	New	+$254K	0.04%	257

Other funds holding AEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Aprio Wealth Management's AEP Position: Q3 2026 in Review

Aprio Wealth Management increased its American Electric Power (AEP) stake by 3.9% in Q3 2026, buying an estimated $37.1K and bringing the position to 7,881 shares worth $935K. The position accounts for 0.04% of the portfolio, ranked #262.

Aprio Wealth Management first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2026. 1,313 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Aprio Wealth Management held 7,881 shares of American Electric Power worth $935K as of Q3 2026.
Aprio Wealth Management bought 293 American Electric Power shares in Q3 2026, an estimated $37.1K.
American Electric Power made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #262 holding.
Aprio Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
Aprio Wealth Management's American Electric Power position peaked at $1.04M in Q2 2026.
1,313 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.