Asset Planning Inc’s American Electric Power AEP Stock Holding History

Asset Planning Inc’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	$125K	Buy	1,054 +5	+0.5%	+$633	0.08%	106
2026 Q2	$144K	Buy	1,049 +108	+11%	+$14.2K	0.09%	106
2026 Q1	$123K	Buy	941 +826	+718%	+$103K	0.09%	102
2025 Q4	$108K	Sell	115 -104,823	-100%	-$12.4M	0.08%	100
2025 Q3	$113	Buy	104,938 +104,010	+11,208%	+$11.4M	﹤0.01%	293
2025 Q2	$96.3K	Buy	928 +5	+0.5%	+$520	0.07%	108
2025 Q1	$101K	Buy	923 +4	+0.4%	+$405	0.08%	103
2024 Q4	$84.7K	Buy	+919	New	+$88.9K	0.06%	114

Other funds holding AEP

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Asset Planning Inc's AEP Position: Q3 2026 in Review

Asset Planning Inc increased its American Electric Power (AEP) stake by 0.48% in Q3 2026, buying an estimated $633 and bringing the position to 1,054 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #106.

Asset Planning Inc first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $144K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Asset Planning Inc held 1,054 shares of American Electric Power worth $125K as of Q3 2026.
Asset Planning Inc bought 5 American Electric Power shares in Q3 2026, an estimated $633.
American Electric Power made up 0.08% of Asset Planning Inc's portfolio in Q3 2026, its #106 holding.
Asset Planning Inc first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
Asset Planning Inc's American Electric Power position peaked at $144K in Q2 2026.
1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.