Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s American Electric Power AEP Stock Holding History

Brandywine Oak Private Wealth’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 		$1.48M Sell
12,440
-345
-3% -$43.7K 0.11% 88
2026
Q2 		$1.75M Sell
12,785
-39
-0.3% -$5.14K 0.13% 78
2026
Q1 		$1.68M Buy
12,824
+45
+0.4% +$5.63K 0.14% 76
2025
Q4 		$1.47M Hold
12,779
– – 0.12% 84
2025
Q3 		$1.44M Sell
12,779
-4
-0% -$438 0.12% 84
2025
Q2 		$1.33M Sell
12,783
-2
-0% -$208 0.12% 87
2025
Q1 		$1.4M Sell
12,785
-873
-6% -$88.4K 0.14% 78
2024
Q4 		$1.26M Sell
13,658
-316
-2% -$30.6K 0.12% 88
2024
Q3 		$1.43M Hold
13,974
– – 0.14% 78
2024
Q2 		$1.23M Sell
13,974
-503
-3% -$44K 0.13% 82
2024
Q1 		$1.25M Sell
14,477
-89
-0.6% -$7.24K 0.13% 84
2023
Q4 		$1.18M Sell
14,566
-355
-2% -$27.6K 0.13% 83
2023
Q3 		$1.12M Sell
14,921
-382
-2% -$31.1K 0.13% 84
2023
Q2 		$1.29M Sell
15,303
-1,133
-7% -$100K 0.14% 83
2023
Q1 		$1.5M Sell
16,436
-483
-3% -$44.2K 0.17% 69
2022
Q4 		$1.61M Sell
16,919
-1,322
-7% -$120K 0.2% 68
2022
Q3 		$1.58M Sell
18,241
-115
-0.6% -$11.4K 0.21% 69
2022
Q2 		$1.76M Hold
18,356
– – 0.23% 70
2022
Q1 		$1.83M Sell
18,356
-494
-3% -$45.1K 0.21% 79
2021
Q4 		$1.68M Sell
18,850
-879
-4% -$74.1K 0.18% 83
2021
Q3 		$1.6M Sell
19,729
-490
-2% -$42.8K 0.19% 85
2021
Q2 		$1.71M Sell
20,219
-382
-2% -$32.9K 0.2% 79
2021
Q1 		$1.74M Sell
20,601
-769
-4% -$62K 0.26% 62
2020
Q4 		$1.78M Sell
21,370
-42
-0.2% -$3.64K 0.27% 60
2020
Q3 		$1.75M Sell
21,412
-903
-4% -$74.4K 0.29% 54
2020
Q2 		$1.78M Sell
22,315
-273
-1% -$22.3K 0.32% 53
2020
Q1 		$1.81M Sell
22,588
-1,104
-5% -$104K 0.37% 44
2019
Q4 		$2.24M Sell
23,692
-188
-0.8% -$17.4K 0.41% 38
2019
Q3 		$2.24M Buy
23,880
+2
+0% +$182 0.42% 40
2019
Q2 		$2.1M Buy
23,878
+367
+2% +$31.6K 0.42% 41
2019
Q1 		$1.97M Buy
23,511
+519
+2% +$41.3K 0.41% 42
2018
Q4 		$1.72M Buy
+22,992
New +$1.73M 0.39% 43

Other funds holding AEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brandywine Oak Private Wealth's AEP Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its American Electric Power (AEP) stake by 2.7% in Q3 2026, selling an estimated $43.7K and leaving 12,440 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #88.

Brandywine Oak Private Wealth first reported a position in AEP in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.24M in Q4 2019. 1,476 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Brandywine Oak Private Wealth held 12,440 shares of American Electric Power worth $1.48M as of Q3 2026.
  • Brandywine Oak Private Wealth sold 345 American Electric Power shares in Q3 2026, an estimated $43.7K.
  • American Electric Power made up 0.11% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #88 holding.
  • Brandywine Oak Private Wealth first reported a position in American Electric Power in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's American Electric Power position peaked at $2.24M in Q4 2019.
  • 1,476 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.