ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s American Electric Power AEP Stock Holding History

ARS Wealth Advisors 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 		$988K Sell
8,324
-70
-0.8% -$8.86K 0.07% 97
2026
Q2 		$1.15M Buy
8,394
+5
+0.1% +$659 0.09% 91
2026
Q1 		$1.1M Sell
8,389
-170
-2% -$21.3K 0.09% 82
2025
Q4 		$987K Buy
8,559
+6
+0.1% +$709 0.09% 80
2025
Q3 		$962K Buy
8,553
+175
+2% +$19.1K 0.1% 77
2025
Q2 		$869K Buy
+8,378
New +$872K 0.1% 80
2024
Q4 		– Sell
-6,397
Closed -$656K – 166
2024
Q3 		$656K Buy
6,397
+10
+0.2% +$976 0.08% 90
2024
Q2 		$560K Buy
6,387
+14
+0.2% +$1.22K 0.07% 91
2024
Q1 		$549K Buy
6,373
+982
+18% +$79.8K 0.07% 92
2023
Q4 		$438K Buy
5,391
+105
+2% +$8.15K 0.06% 99
2023
Q3 		$398K Sell
5,286
-1,066
-17% -$86.7K 0.07% 99
2023
Q2 		$535K Buy
+6,352
New +$561K 0.08% 91
2023
Q1 		– Sell
-4,226
Closed -$401K – 126
2022
Q4 		$401K Buy
4,226
+11
+0.3% +$1K 0.07% 95
2022
Q3 		$364K Buy
4,215
+10
+0.2% +$989 0.06% 107
2022
Q2 		$403K Buy
4,205
+942
+29% +$93.4K 0.06% 116
2022
Q1 		$326K Sell
3,263
-201
-6% -$18.4K 0.06% 95
2021
Q4 		$308K Sell
3,464
-122
-3% -$10.3K 0.05% 105
2021
Q3 		$291K Buy
+3,586
New +$313K 0.05% 107

Other funds holding AEP

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ARS Wealth Advisors Group's AEP Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its American Electric Power (AEP) stake by 0.83% in Q3 2026, selling an estimated $8.86K and leaving 8,324 shares worth $988K. The position accounts for 0.07% of the portfolio, ranked #97.

ARS Wealth Advisors Group first reported a position in AEP in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q2 2026. 1,002 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • ARS Wealth Advisors Group held 8,324 shares of American Electric Power worth $988K as of Q3 2026.
  • ARS Wealth Advisors Group sold 70 American Electric Power shares in Q3 2026, an estimated $8.86K.
  • American Electric Power made up 0.07% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #97 holding.
  • ARS Wealth Advisors Group first reported a position in American Electric Power in Q3 2021 and has held it in 18 quarters since.
  • ARS Wealth Advisors Group's American Electric Power position peaked at $1.15M in Q2 2026.
  • 1,002 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.