Commonwealth Financial Services
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Commonwealth Financial Services’s American Electric Power AEP Stock Holding History

Commonwealth Financial Services’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 		$894K Sell
7,535
-12,957
-63% -$1.64M 0.16% 90
2026
Q2 		$2.8M Buy
20,492
+527
+3% +$69.4K 0.38% 57
2026
Q1 		$2.62M Buy
19,965
+567
+3% +$70.9K 0.41% 47
2025
Q4 		$2.24M Buy
19,398
+241
+1% +$28.5K 0.37% 49
2025
Q3 		$2.16M Buy
19,157
+606
+3% +$66.3K 0.37% 51
2025
Q2 		$1.92M Buy
18,551
+247
+1% +$25.7K 0.37% 54
2025
Q1 		$2M Buy
18,304
+19
+0.1% +$1.92K 0.41% 51
2024
Q4 		$1.69M Sell
18,285
-364
-2% -$35.2K 0.33% 54
2024
Q3 		$1.91M Sell
18,649
-1,111
-6% -$108K 0.38% 50
2024
Q2 		$1.72M Sell
19,760
-411
-2% -$36K 0.35% 46
2024
Q1 		$1.64M Hold
20,171
– – 0.39% 46
2023
Q4 		$1.64M Sell
20,171
-104
-0.5% -$8.07K 0.39% 46
2023
Q3 		$1.53M Buy
+20,275
New +$1.65M 0.45% 48
2017
Q1 		$11K Hold
159
– – 0.01% 187
2016
Q4 		$10K Hold
159
– – 0.01% 177
2016
Q3 		$10K Hold
159
– – 0.01% 170
2016
Q2 		$11K Buy
159
+83
+109% +$5.43K 0.01% 166
2016
Q1 		$5K Hold
76
– – 0.01% 182
2015
Q4 		$4K Hold
76
– – 0.01% 194
2015
Q3 		$4K Hold
76
– – ﹤0.01% 192
2015
Q2 		$4K Hold
76
– – ﹤0.01% 212
2015
Q1 		$4K Hold
76
– – ﹤0.01% 217
2014
Q4 		$5K Buy
+76
New +$4.35K ﹤0.01% 203

Other funds holding AEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Commonwealth Financial Services's AEP Position: Q3 2026 in Review

Commonwealth Financial Services reduced its American Electric Power (AEP) stake by 63% in Q3 2026, selling an estimated $1.64M and leaving 7,535 shares worth $894K. The position accounts for 0.16% of the portfolio, ranked #90.

Commonwealth Financial Services first reported a position in AEP in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.8M in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Commonwealth Financial Services held 7,535 shares of American Electric Power worth $894K as of Q3 2026.
  • Commonwealth Financial Services sold 12,957 American Electric Power shares in Q3 2026, an estimated $1.64M.
  • American Electric Power made up 0.16% of Commonwealth Financial Services's portfolio in Q3 2026, its #90 holding.
  • Commonwealth Financial Services first reported a position in American Electric Power in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's American Electric Power position peaked at $2.8M in Q2 2026.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.