Birchbrook’s American Electric Power AEP Stock Holding History

Birchbrook’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	$48.5K	Hold	409	–	–	0.02%	128
2026 Q2	$55.9K	Buy	409 +1	+0.2%	+$132	0.03%	126
2026 Q1	$53.5K	Hold	408	–	–	0.03%	124
2025 Q4	$47K	Hold	408	–	–	0.02%	125
2025 Q3	$45.8K	Buy	408 +1	+0.2%	+$109	0.02%	126
2025 Q2	$42.2K	Hold	407	–	–	0.02%	128
2025 Q1	$44.4K	Sell	407 -359	-47%	-$36.4K	0.03%	126
2024 Q4	$70.7K	Buy	766 +360	+89%	+$34.8K	0.04%	106
2024 Q3	$41.6K	Buy	406 +68	+20%	+$6.64K	0.02%	124
2024 Q2	$29.7K	Hold	338	–	–	0.02%	142
2024 Q1	$29.1K	Buy	338 +1	+0.3%	+$81	0.02%	147
2023 Q4	$27.4K	Buy	+337	New	+$26.2K	0.02%	149

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

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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

Birchbrook's AEP Position: Q3 2026 in Review

Birchbrook held its American Electric Power (AEP) position steady in Q3 2026 at 409 shares worth $48.5K. The position accounts for 0.02% of the portfolio, ranked #128.

Birchbrook first reported a position in AEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $70.7K in Q4 2024. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Birchbrook held 409 shares of American Electric Power worth $48.5K as of Q3 2026.
Birchbrook left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.02% of Birchbrook's portfolio in Q3 2026, its #128 holding.
Birchbrook first reported a position in American Electric Power in Q4 2023 and has held it in 12 quarters since.
Birchbrook's American Electric Power position peaked at $70.7K in Q4 2024.
786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.