Barnes Wealth Management Group
AEP icon

Barnes Wealth Management Group’s American Electric Power AEP Stock Holding History

Barnes Wealth Management Group’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 		$242K Buy
2,036
+21
+1% +$2.66K 0.11% 171
2026
Q2 		$276K Sell
2,015
-32
-2% -$4.22K 0.13% 150
2026
Q1 		$268K Buy
2,047
+26
+1% +$3.25K 0.14% 149
2025
Q4 		$233K Buy
2,021
+11
+0.5% +$1.3K 0.12% 157
2025
Q3 		$226K Buy
+2,010
New +$220K 0.12% 161

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

Barnes Wealth Management Group's AEP Position: Q3 2026 in Review

Barnes Wealth Management Group increased its American Electric Power (AEP) stake by 1% in Q3 2026, buying an estimated $2.66K and bringing the position to 2,036 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #171.

Barnes Wealth Management Group first reported a position in AEP in Q3 2025 and has held it in 5 quarters since. The position peaked at $276K in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Barnes Wealth Management Group held 2,036 shares of American Electric Power worth $242K as of Q3 2026.
  • Barnes Wealth Management Group bought 21 American Electric Power shares in Q3 2026, an estimated $2.66K.
  • American Electric Power made up 0.11% of Barnes Wealth Management Group's portfolio in Q3 2026, its #171 holding.
  • Barnes Wealth Management Group first reported a position in American Electric Power in Q3 2025 and has held it in 5 quarters since.
  • Barnes Wealth Management Group's American Electric Power position peaked at $276K in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.