AWE
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Avidian Wealth Enterprises’s American Electric Power AEP Stock Holding History

Avidian Wealth Enterprises’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 		$776K Buy
6,543
+165
+3% +$20.9K 0.02% 381
2026
Q2 		$873K Buy
6,378
+215
+3% +$28.3K 0.02% 351
2026
Q1 		$808K Buy
6,163
+682
+12% +$85.3K 0.03% 329
2025
Q4 		$632K Buy
5,481
+414
+8% +$48.9K 0.02% 322
2025
Q3 		$570K Buy
5,067
+412
+9% +$45.1K 0.02% 340
2025
Q2 		$483K Sell
4,655
-27
-0.6% -$2.81K 0.02% 342
2025
Q1 		$512K Buy
4,682
+646
+16% +$65.4K 0.02% 306
2024
Q4 		$372K Buy
+4,036
New +$391K 0.02% 354
2018
Q4 		– Sell
-21
Closed -$1.49M – 93
2018
Q3 		$1.49M Buy
+21
New +$1.49K 0.47% 24

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Avidian Wealth Enterprises's AEP Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its American Electric Power (AEP) stake by 2.6% in Q3 2026, buying an estimated $20.9K and bringing the position to 6,543 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #381.

Avidian Wealth Enterprises first reported a position in AEP in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2018. 55 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Avidian Wealth Enterprises held 6,543 shares of American Electric Power worth $776K as of Q3 2026.
  • Avidian Wealth Enterprises bought 165 American Electric Power shares in Q3 2026, an estimated $20.9K.
  • American Electric Power made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #381 holding.
  • Avidian Wealth Enterprises first reported a position in American Electric Power in Q3 2018 and has held it in 9 quarters since.
  • Avidian Wealth Enterprises's American Electric Power position peaked at $1.49M in Q3 2018.
  • 55 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.