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Central Valley Advisors’s American Electric Power AEP Stock Holding History

Central Valley Advisors’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 		– Sell
-1,470
Closed -$201K – 163
2026
Q2 		$201K Buy
+1,470
New +$194K 0.05% 192

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Central Valley Advisors's AEP Position: Q3 2026 in Review

Central Valley Advisors sold out of American Electric Power (AEP) in Q3 2026, closing a stake of 1,470 shares — an estimated $201K sold.

Central Valley Advisors first reported a position in AEP in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 1,160 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Central Valley Advisors reported no remaining American Electric Power position as of Q3 2026 after selling out during the quarter.
  • Central Valley Advisors sold 1,470 American Electric Power shares in Q3 2026, an estimated $201K.
  • Central Valley Advisors first reported a position in American Electric Power in Q2 2026 and held it in 1 quarter.
  • Central Valley Advisors's American Electric Power position peaked at $201K in Q2 2026.
  • 1,160 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.