Balance Wealth’s American Electric Power AEP Stock Holding History

Balance Wealth’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	$238K	Buy	+2,002	New	+$253K	0.06%	140

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

Balance Wealth's AEP Position: Q3 2026 in Review

Balance Wealth opened a new position in American Electric Power (AEP) in Q3 2026: 2,002 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings.

1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Balance Wealth held 2,002 shares of American Electric Power worth $238K as of Q3 2026.
American Electric Power was a new Balance Wealth position in Q3 2026.
American Electric Power made up 0.06% of Balance Wealth's portfolio in Q3 2026, its #140 holding.
1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.