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

CRA 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 		$234K Buy
1,971
+17
+0.9% +$2.15K 0.03% 292
2026
Q2 		$267K Buy
1,954
+275
+16% +$36.2K 0.03% 272
2026
Q1 		$220K Buy
+1,679
New +$210K 0.03% 278

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

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

CRA Financial Services increased its American Electric Power (AEP) stake by 0.87% in Q3 2026, buying an estimated $2.15K and bringing the position to 1,971 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #292.

CRA Financial Services first reported a position in AEP in Q1 2026 and has held it in 3 quarters since. The position peaked at $267K in Q2 2026. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • CRA Financial Services held 1,971 shares of American Electric Power worth $234K as of Q3 2026.
  • CRA Financial Services bought 17 American Electric Power shares in Q3 2026, an estimated $2.15K.
  • American Electric Power made up 0.03% of CRA Financial Services's portfolio in Q3 2026, its #292 holding.
  • CRA Financial Services first reported a position in American Electric Power in Q1 2026 and has held it in 3 quarters since.
  • CRA Financial Services's American Electric Power position peaked at $267K in Q2 2026.
  • 1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.