BKM Wealth Management’s American Electric Power AEP Stock Holding History

BKM Wealth Management’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	$598K	Sell	5,037 -192	-4%	-$24.3K	0.19%	99
2026 Q2	$715K	Sell	5,229 -14	-0.3%	-$1.84K	0.25%	87
2026 Q1	$687K	Sell	5,243 -1	-0%	-$125	0.25%	87
2025 Q4	$605K	Sell	5,244 -3	-0.1%	-$354	0.22%	94
2025 Q3	$590K	Buy	5,247 +4	+0.1%	+$438	0.22%	95
2025 Q2	$544K	Buy	5,243 +3	+0.1%	+$312	0.21%	101
2025 Q1	$573K	Sell	5,240 -7	-0.1%	-$709	0.24%	99
2024 Q4	$484K	Buy	5,247 +26	+0.5%	+$2.52K	0.2%	108
2024 Q3	$536K	Buy	+5,221	New	+$510K	0.22%	113
2024 Q2	–	Sell	-5,435	Closed	-$468K	–	141
2024 Q1	$468K	Buy	5,435 +1,410	+35%	+$115K	0.2%	112
2023 Q4	$327K	Buy	+4,025	New	+$312K	0.14%	125

Other funds holding AEP

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

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

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BKM Wealth Management's AEP Position: Q3 2026 in Review

BKM Wealth Management reduced its American Electric Power (AEP) stake by 3.7% in Q3 2026, selling an estimated $24.3K and leaving 5,037 shares worth $598K. The position accounts for 0.19% of the portfolio, ranked #99.

BKM Wealth Management first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $715K in Q2 2026. 554 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

BKM Wealth Management held 5,037 shares of American Electric Power worth $598K as of Q3 2026.
BKM Wealth Management sold 192 American Electric Power shares in Q3 2026, an estimated $24.3K.
American Electric Power made up 0.19% of BKM Wealth Management's portfolio in Q3 2026, its #99 holding.
BKM Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's American Electric Power position peaked at $715K in Q2 2026.
554 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.