Claro Advisors
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Claro Advisors’s American Electric Power AEP Stock Holding History

Claro 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 		$1.65M Buy
13,943
+949
+7% +$120K 0.16% 113
2026
Q2 		$1.78M Buy
12,994
+95
+0.7% +$12.5K 0.19% 90
2026
Q1 		$1.69M Buy
12,899
+127
+1% +$15.9K 0.2% 88
2025
Q4 		$1.47M Buy
12,772
+97
+0.8% +$11.5K 0.2% 95
2025
Q3 		$1.43M Buy
12,675
+182
+1% +$19.9K 0.21% 92
2025
Q2 		$1.3M Buy
12,493
+470
+4% +$48.9K 0.21% 97
2025
Q1 		$1.31M Buy
12,023
+257
+2% +$26K 0.18% 109
2024
Q4 		$1.09M Sell
11,766
-474
-4% -$45.9K 0.15% 131
2024
Q3 		$1.26M Buy
12,240
+885
+8% +$86.4K 0.16% 122
2024
Q2 		$996K Buy
11,355
+329
+3% +$28.8K 0.16% 125
2024
Q1 		$949K Buy
11,026
+163
+2% +$13.3K 0.16% 139
2023
Q4 		$882K Sell
10,863
-1,848
-15% -$143K 0.19% 125
2023
Q3 		$956K Buy
12,711
+469
+4% +$38.2K 0.24% 95
2023
Q2 		$1.03M Sell
12,242
-131
-1% -$11.6K 0.26% 90
2023
Q1 		$1.13M Buy
12,373
+129
+1% +$11.8K 0.33% 69
2022
Q4 		$1.16M Sell
12,244
-16
-0.1% -$1.46K 0.38% 62
2022
Q3 		$1.18M Hold
12,260
– – 0.47% 48
2022
Q2 		$1.18M Buy
12,260
+278
+2% +$27.6K 0.47% 48
2022
Q1 		$1.07M Hold
11,982
– – 0.38% 65
2021
Q4 		$1.07M Buy
11,982
+95
+0.8% +$8.01K 0.38% 65
2021
Q3 		$965K Sell
11,887
-273
-2% -$23.8K 0.41% 60
2021
Q2 		$1.03M Buy
12,160
+90
+0.7% +$7.75K 0.46% 51
2021
Q1 		$1.02M Buy
12,070
+41
+0.3% +$3.3K 0.52% 48
2020
Q4 		$1M Buy
12,029
+68
+0.6% +$5.9K 0.53% 46
2020
Q3 		$978K Buy
11,961
+420
+4% +$34.6K 0.62% 34
2020
Q2 		$919K Buy
11,541
+105
+0.9% +$8.57K 0.63% 32
2020
Q1 		$915K Sell
11,436
-398
-3% -$37.6K 0.85% 25
2019
Q4 		$1.12M Buy
11,834
+70
+0.6% +$6.47K 0.86% 28
2019
Q3 		$1.1M Buy
11,764
+55
+0.5% +$5K 0.98% 27
2019
Q2 		$1.03M Buy
11,709
+68
+0.6% +$5.86K 0.95% 29
2019
Q1 		$975K Buy
11,641
+648
+6% +$51.5K 0.96% 29
2018
Q4 		$779K Buy
+10,993
New +$825K 0.62% 33

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Claro Advisors's AEP Position: Q3 2026 in Review

Claro Advisors increased its American Electric Power (AEP) stake by 7.3% in Q3 2026, buying an estimated $120K and bringing the position to 13,943 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #113.

Claro Advisors first reported a position in AEP in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.78M in Q2 2026. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Claro Advisors held 13,943 shares of American Electric Power worth $1.65M as of Q3 2026.
  • Claro Advisors bought 949 American Electric Power shares in Q3 2026, an estimated $120K.
  • American Electric Power made up 0.16% of Claro Advisors's portfolio in Q3 2026, its #113 holding.
  • Claro Advisors first reported a position in American Electric Power in Q4 2018 and has held it in 32 quarters since.
  • Claro Advisors's American Electric Power position peaked at $1.78M in Q2 2026.
  • 1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.