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

Aries 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	$237K	Hold	2,000	–	–	0.05%	213
2026 Q2	$274K	Hold	2,000	–	–	0.05%	209
2026 Q1	$262K	Hold	2,000	–	–	0.06%	200
2025 Q4	$231K	Hold	2,000	–	–	0.05%	215
2025 Q3	$225K	Hold	2,000	–	–	0.05%	219
2025 Q2	$208K	Hold	2,000	–	–	0.05%	211
2025 Q1	$219K	Buy	+2,000	New	+$203K	0.06%	210
2024 Q4	–	Sell	-2,000	Closed	-$205K	–	224
2024 Q3	$205K	Buy	+2,000	New	+$195K	0.06%	217
2023 Q4	–	Sell	-2,700	Closed	-$205K	–	202
2023 Q3	$205K	Buy	2,700 +100	+4%	+$8.14K	0.08%	185
2023 Q2	$219K	Hold	2,600	–	–	0.08%	183
2023 Q1	$237K	Hold	2,600	–	–	0.1%	171
2022 Q4	$247K	Hold	2,600	–	–	0.11%	166
2022 Q3	$229K	Hold	2,600	–	–	0.1%	163
2022 Q2	$249K	Buy	+2,600	New	+$258K	0.11%	144
2022 Q1	–	Sell	-2,400	Closed	-$214K	–	78
2021 Q4	$214K	Buy	+2,400	New	+$202K	0.08%	175
2021 Q1	–	Sell	-2,649	Closed	-$210K	–	176
2020 Q4	$210K	Hold	2,649	–	–	0.1%	150
2020 Q3	$217K	Hold	2,649	–	–	0.12%	132
2020 Q2	$211K	Buy	+2,649	New	+$216K	0.13%	130

Other funds holding AEP

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

Barclays London, United Kingdom $500B AUM 36.84% 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

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Aries Wealth Management held its American Electric Power (AEP) position steady in Q3 2026 at 2,000 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #213.

Aries Wealth Management first reported a position in AEP in Q2 2020 and has held it in 18 quarters since. The position peaked at $274K in Q2 2026. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Aries Wealth Management held 2,000 shares of American Electric Power worth $237K as of Q3 2026.
Aries Wealth Management left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.05% of Aries Wealth Management's portfolio in Q3 2026, its #213 holding.
Aries Wealth Management first reported a position in American Electric Power in Q2 2020 and has held it in 18 quarters since.
Aries Wealth Management's American Electric Power position peaked at $274K in Q2 2026.
1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.