Beirne Wealth Consulting Services’s American Electric Power AEP Stock Holding History

Beirne Wealth Consulting Services’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 Q2	–	Sell	-1,605	Closed	-$210K	–	103
2026 Q1	$210K	Buy	+1,605	New	+$201K	0.06%	101
2025 Q4	–	Sell	-2,808	Closed	-$316K	–	113
2025 Q3	$316K	Buy	+2,808	New	+$307K	0.08%	149
2021 Q1	–	Sell	-2,503	Closed	-$208K	–	112
2020 Q4	$208K	Sell	2,503 -115	-4%	-$9.98K	0.1%	151
2020 Q3	$214K	Buy	+2,618	New	+$216K	0.12%	123
2019 Q2	–	Sell	-3,195	Closed	-$268K	–	138
2019 Q1	$268K	Sell	3,195 -415	-11%	-$33K	0.21%	145
2018 Q4	$270K	Buy	+3,610	New	+$271K	0.23%	132

Other funds holding AEP

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return