Baker Tilly Wealth Management’s American Electric Power AEP Stock Holding History

Baker Tilly Wealth 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	$262K	Buy	2,211 +147	+7%	+$18.6K	0.05%	248
2026 Q2	$282K	Buy	+2,064	New	+$272K	0.06%	229
2025 Q2	–	Sell	-1,858	Closed	-$203K	–	235
2025 Q1	$203K	Buy	+1,858	New	+$188K	0.08%	228
2024 Q2	–	Sell	-9,604	Closed	-$827K	–	281
2024 Q1	$827K	Sell	9,604 -558	-5%	-$45.4K	0.15%	150
2023 Q4	$825K	Buy	10,162 +1,297	+15%	+$101K	0.14%	168
2023 Q3	$667K	Sell	8,865 -1,745	-16%	-$142K	0.11%	190
2023 Q2	$893K	Buy	+10,610	New	+$937K	0.09%	219

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 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

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Baker Tilly Wealth Management's AEP Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its American Electric Power (AEP) stake by 7.1% in Q3 2026, buying an estimated $18.6K and bringing the position to 2,211 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #248.

Baker Tilly Wealth Management first reported a position in AEP in Q2 2023 and has held it in 7 quarters since. The position peaked at $893K in Q2 2023. 1,132 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Baker Tilly Wealth Management held 2,211 shares of American Electric Power worth $262K as of Q3 2026.
Baker Tilly Wealth Management bought 147 American Electric Power shares in Q3 2026, an estimated $18.6K.
American Electric Power made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #248 holding.
Baker Tilly Wealth Management first reported a position in American Electric Power in Q2 2023 and has held it in 7 quarters since.
Baker Tilly Wealth Management's American Electric Power position peaked at $893K in Q2 2023.
1,132 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.