Concord Wealth Partners
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Concord Wealth Partners’s American Electric Power AEP Stock Holding History

Concord Wealth Partners’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 		$74.2K Sell
625
-1,259
-67% -$159K 0.01% 298
2026
Q2 		$258K Sell
1,884
-185
-9% -$24.4K 0.03% 199
2026
Q1 		$271K Sell
2,069
-1
-0% -$125 0.04% 174
2025
Q4 		$239K Buy
2,070
+1,257
+155% +$148K 0.03% 176
2025
Q3 		$91.5K Sell
813
-2,399
-75% -$262K 0.01% 263
2025
Q2 		$333K Buy
3,212
+2,015
+168% +$210K 0.05% 165
2025
Q1 		$131K Buy
1,197
+10
+0.8% +$1.01K 0.02% 220
2024
Q4 		$109K Sell
1,187
-656
-36% -$63.5K 0.02% 245
2024
Q3 		$189K Buy
1,843
+425
+30% +$41.5K 0.03% 207
2024
Q2 		$124K Sell
1,418
-2,008
-59% -$176K 0.02% 229
2024
Q1 		$295K Buy
3,426
+1,883
+122% +$153K 0.05% 173
2023
Q4 		$125K Sell
1,543
-1,539
-50% -$119K 0.03% 255
2023
Q3 		$232K Sell
3,082
-46
-1% -$3.74K 0.05% 184
2023
Q2 		$263K Buy
3,128
+60
+2% +$5.3K 0.06% 168
2023
Q1 		$279K Sell
3,068
-137
-4% -$12.5K 0.08% 121
2022
Q4 		$304K Sell
3,205
-578
-15% -$52.6K 0.09% 121
2022
Q3 		$327K Sell
3,783
-413
-10% -$40.8K 0.1% 121
2022
Q2 		$403K Sell
4,196
-171
-4% -$16.9K 0.11% 117
2022
Q1 		$436K Sell
4,367
-51
-1% -$4.66K 0.11% 112
2021
Q4 		$393K Sell
4,418
-848
-16% -$71.5K 0.1% 117
2021
Q3 		$427K Sell
5,266
-452
-8% -$39.5K 0.17% 41
2021
Q2 		$484K Buy
5,718
+207
+4% +$17.8K 0.14% 67
2021
Q1 		$467K Sell
5,511
-230
-4% -$18.5K 0.16% 62
2020
Q4 		$478K Buy
+5,741
New +$498K 0.37% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Concord Wealth Partners's AEP Position: Q3 2026 in Review

Concord Wealth Partners reduced its American Electric Power (AEP) stake by 67% in Q3 2026, selling an estimated $159K and leaving 625 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #298.

Concord Wealth Partners first reported a position in AEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $484K in Q2 2021. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Concord Wealth Partners held 625 shares of American Electric Power worth $74.2K as of Q3 2026.
  • Concord Wealth Partners sold 1,259 American Electric Power shares in Q3 2026, an estimated $159K.
  • American Electric Power made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #298 holding.
  • Concord Wealth Partners first reported a position in American Electric Power in Q4 2020 and has held it in 24 quarters since.
  • Concord Wealth Partners's American Electric Power position peaked at $484K in Q2 2021.
  • 1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.