Bender Robert & Associates’s American Electric Power AEP Stock Holding History

Bender Robert & Associates’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	$225K	Buy	+1,895	New	+$240K	0.04%	43
2026 Q2	–	Sell	-1,900	Closed	-$249K	–	40
2026 Q1	$249K	Buy	+1,900	New	+$238K	0.06%	40
2025 Q4	–	Sell	-2,050	Closed	-$231K	–	40
2025 Q3	$231K	Hold	2,050	–	–	0.05%	42
2025 Q2	$213K	Hold	2,050	–	–	0.05%	43
2025 Q1	$224K	Buy	+2,050	New	+$208K	0.06%	40
2024 Q4	–	Sell	-2,050	Closed	-$210K	–	47
2024 Q3	$210K	Buy	+2,050	New	+$200K	0.04%	39
2023 Q1	–	Sell	-2,150	Closed	-$204K	–	56
2022 Q4	$204K	Buy	+2,150	New	+$196K	0.08%	47
2022 Q3	–	Sell	-2,150	Closed	-$206K	–	55
2022 Q2	$206K	Buy	+2,150	New	+$213K	0.08%	49
2020 Q1	–	Sell	-2,320	Closed	-$219K	–	46
2019 Q4	$219K	Hold	2,320	–	–	0.1%	49
2019 Q3	$217K	Hold	2,320	–	–	0.11%	48
2019 Q2	$206K	Buy	+2,320	New	+$200K	0.1%	49

Other funds holding AEP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return

Bender Robert & Associates's AEP Position: Q3 2026 in Review

Bender Robert & Associates opened a new position in American Electric Power (AEP) in Q3 2026: 1,895 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #43 among its holdings. This is a return to the name: Bender Robert & Associates previously reported a position in AEP as recently as Q1 2026.

Bender Robert & Associates first reported a position in AEP in Q2 2019 and has held it in 11 quarters since. The position peaked at $249K in Q1 2026. 751 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Bender Robert & Associates held 1,895 shares of American Electric Power worth $225K as of Q3 2026.
American Electric Power was a new Bender Robert & Associates position in Q3 2026.
American Electric Power made up 0.04% of Bender Robert & Associates's portfolio in Q3 2026, its #43 holding.
Bender Robert & Associates first reported a position in American Electric Power in Q2 2019 and has held it in 11 quarters since.
Bender Robert & Associates's American Electric Power position peaked at $249K in Q1 2026.
751 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.