Aureus Asset Management
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Aureus Asset Management’s American Electric Power AEP Stock Holding History

Aureus Asset 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 		$345K Hold
2,905
– – 0.02% 169
2026
Q2 		$397K Sell
2,905
-738
-20% -$97.2K 0.02% 172
2026
Q1 		$478K Sell
3,643
-116
-3% -$14.5K 0.03% 154
2025
Q4 		$433K Sell
3,759
-31
-0.8% -$3.66K 0.03% 136
2025
Q3 		$426K Hold
3,790
– – 0.03% 139
2025
Q2 		$393K Buy
3,790
+14
+0.4% +$1.46K 0.03% 143
2025
Q1 		$413K Buy
3,776
+52
+1% +$5.27K 0.03% 135
2024
Q4 		$343K Hold
3,724
– – 0.02% 151
2024
Q3 		$382K Hold
3,724
– – 0.03% 144
2024
Q2 		$327K Sell
3,724
-317
-8% -$27.7K 0.02% 149
2024
Q1 		$348K Sell
4,041
-77
-2% -$6.26K 0.02% 143
2023
Q4 		$334K Sell
4,118
-73
-2% -$5.67K 0.02% 142
2023
Q3 		$315K Sell
4,191
-645
-13% -$52.5K 0.03% 148
2023
Q2 		$407K Buy
4,836
+2
+0% +$177 0.03% 132
2023
Q1 		$440K Buy
4,834
+209
+5% +$19.1K 0.03% 123
2022
Q4 		$439K Sell
4,625
-195
-4% -$17.8K 0.04% 127
2022
Q3 		$417K Buy
4,820
+2
+0% +$198 0.04% 124
2022
Q2 		$462K Buy
4,818
+541
+13% +$53.6K 0.04% 129
2022
Q1 		$427K Buy
4,277
+245
+6% +$22.4K 0.03% 157
2021
Q4 		$359K Buy
4,032
+31
+0.8% +$2.62K 0.02% 154
2021
Q3 		$325K Buy
4,001
+493
+14% +$43K 0.02% 159
2021
Q2 		$297K Buy
3,508
+221
+7% +$19K 0.02% 180
2021
Q1 		$278K Buy
+3,287
New +$265K 0.02% 149

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Aureus Asset Management's AEP Position: Q3 2026 in Review

Aureus Asset Management held its American Electric Power (AEP) position steady in Q3 2026 at 2,905 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #169.

Aureus Asset Management first reported a position in AEP in Q1 2021 and has held it in 23 quarters since. The position peaked at $478K in Q1 2026. 1,654 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Aureus Asset Management held 2,905 shares of American Electric Power worth $345K as of Q3 2026.
  • Aureus Asset Management left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.02% of Aureus Asset Management's portfolio in Q3 2026, its #169 holding.
  • Aureus Asset Management first reported a position in American Electric Power in Q1 2021 and has held it in 23 quarters since.
  • Aureus Asset Management's American Electric Power position peaked at $478K in Q1 2026.
  • 1,654 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Aureus Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.