Cooper Financial Group
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Cooper Financial Group’s American Electric Power AEP Stock Holding History

Cooper Financial Group’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 		$465K Buy
3,918
+174
+5% +$22K 0.04% 269
2026
Q2 		$512K Buy
+3,744
New +$493K 0.04% 262
2021
Q4 		– Sell
-2,653
Closed -$215K – 235
2021
Q3 		$215K Buy
+2,653
New +$232K 0.04% 234
2021
Q1 		– Sell
-3,386
Closed -$282K – 245
2020
Q4 		$282K Buy
+3,386
New +$294K 0.06% 224

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cooper Financial Group's AEP Position: Q3 2026 in Review

Cooper Financial Group increased its American Electric Power (AEP) stake by 4.6% in Q3 2026, buying an estimated $22K and bringing the position to 3,918 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #269.

Cooper Financial Group first reported a position in AEP in Q4 2020 and has held it in 4 quarters since. The position peaked at $512K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Cooper Financial Group held 3,918 shares of American Electric Power worth $465K as of Q3 2026.
  • Cooper Financial Group bought 174 American Electric Power shares in Q3 2026, an estimated $22K.
  • American Electric Power made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #269 holding.
  • Cooper Financial Group first reported a position in American Electric Power in Q4 2020 and has held it in 4 quarters since.
  • Cooper Financial Group's American Electric Power position peaked at $512K in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.