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Byrne Asset Management’s American Electric Power AEP Stock Holding History

Byrne Asset 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 		$77.8K Buy
650
+160
+33% +$20.3K 0.04% 248
2026
Q2 		$67K Hold
490
– – 0.04% 268
2026
Q1 		$64.2K Hold
490
– – 0.04% 262
2025
Q4 		$56.5K Hold
490
– – 0.03% 265
2025
Q3 		$55.1K Buy
+490
New +$53.6K 0.03% 222
2025
Q2 		– Sell
-490
Closed -$51K – 228
2025
Q1 		$53.5K Hold
490
– – 0.04% 193
2024
Q4 		$45.2K Hold
490
– – 0.03% 206
2024
Q3 		$50.3K Hold
490
– – 0.03% 197
2024
Q2 		$43.3K Sell
490
-50
-9% -$4.37K 0.03% 216
2024
Q1 		$46.5K Buy
540
+40
+8% +$3.25K 0.03% 206
2023
Q4 		$40.4K Hold
500
– – 0.03% 210
2023
Q3 		$38K Buy
+500
New +$40.7K 0.03% 207

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Byrne Asset Management's AEP Position: Q3 2026 in Review

Byrne Asset Management increased its American Electric Power (AEP) stake by 33% in Q3 2026, buying an estimated $20.3K and bringing the position to 650 shares worth $77.8K. The position accounts for 0.04% of the portfolio, ranked #248.

Byrne Asset Management first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Byrne Asset Management held 650 shares of American Electric Power worth $77.8K as of Q3 2026.
  • Byrne Asset Management bought 160 American Electric Power shares in Q3 2026, an estimated $20.3K.
  • American Electric Power made up 0.04% of Byrne Asset Management's portfolio in Q3 2026, its #248 holding.
  • Byrne Asset Management first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
  • 60 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.