Avestar Capital
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Avestar Capital’s American Electric Power AEP Stock Holding History

Avestar Capital’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 		$660K Sell
5,567
-927
-14% -$117K 0.05% 306
2026
Q2 		$888K Buy
6,494
+925
+17% +$122K 0.05% 269
2026
Q1 		$730K Buy
5,569
+219
+4% +$27.4K 0.05% 281
2025
Q4 		$617K Buy
5,350
+97
+2% +$11.5K 0.04% 299
2025
Q3 		$591K Sell
5,253
-517
-9% -$56.6K 0.04% 302
2025
Q2 		$599K Buy
5,770
+1,808
+46% +$188K 0.04% 296
2025
Q1 		$433K Sell
3,962
-870
-18% -$88.1K 0.04% 313
2024
Q4 		$446K Buy
4,832
+154
+3% +$14.9K 0.04% 312
2024
Q3 		$480K Buy
4,678
+120
+3% +$11.7K 0.05% 262
2024
Q2 		$400K Sell
4,558
-384
-8% -$33.6K 0.04% 283
2024
Q1 		$426K Buy
4,942
+2,134
+76% +$173K 0.04% 262
2023
Q4 		$228K Buy
+2,808
New +$218K 0.03% 339
2019
Q3 		– Sell
-37
Closed -$2K – 175
2019
Q2 		$2K Hold
37
– – ﹤0.01% 663
2019
Q1 		$2K Hold
37
– – ﹤0.01% 642
2018
Q4 		$2K Hold
37
– – ﹤0.01% 614
2018
Q3 		$2K Buy
37
+11
+42% +$783 ﹤0.01% 617
2018
Q2 		$1K Buy
26
+9
+53% +$606 ﹤0.01% 717
2018
Q1 		$1K Hold
17
– – ﹤0.01% 673
2017
Q4 		$1K Buy
+17
New +$1.27K ﹤0.01% 669

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Avestar Capital's AEP Position: Q3 2026 in Review

Avestar Capital reduced its American Electric Power (AEP) stake by 14% in Q3 2026, selling an estimated $117K and leaving 5,567 shares worth $660K. The position accounts for 0.05% of the portfolio, ranked #306.

Avestar Capital first reported a position in AEP in Q4 2017 and has held it in 19 quarters since. The position peaked at $888K in Q2 2026. 1,200 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Avestar Capital held 5,567 shares of American Electric Power worth $660K as of Q3 2026.
  • Avestar Capital sold 927 American Electric Power shares in Q3 2026, an estimated $117K.
  • American Electric Power made up 0.05% of Avestar Capital's portfolio in Q3 2026, its #306 holding.
  • Avestar Capital first reported a position in American Electric Power in Q4 2017 and has held it in 19 quarters since.
  • Avestar Capital's American Electric Power position peaked at $888K in Q2 2026.
  • 1,200 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.