David J. Yvars Group’s American Electric Power AEP Stock Holding History

David J. Yvars 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	$396K	Hold	3,336	–	–	0.18%	60
2026 Q2	$456K	Hold	3,336	–	–	0.22%	58
2026 Q1	$437K	Hold	3,336	–	–	0.24%	53
2025 Q4	$385K	Hold	3,336	–	–	0.2%	58
2025 Q3	$375K	Hold	3,336	–	–	0.2%	60
2025 Q2	$346K	Hold	3,336	–	–	0.2%	58
2025 Q1	$365K	Hold	3,336	–	–	0.29%	45
2024 Q4	$308K	Sell	3,336 -770	-19%	-$74.5K	0.19%	60
2024 Q3	$421K	Hold	4,106	–	–	0.26%	47
2024 Q2	$360K	Hold	4,106	–	–	0.23%	50
2024 Q1	$354K	Hold	4,106	–	–	0.24%	52
2023 Q4	$333K	Hold	4,106	–	–	0.27%	46
2023 Q3	$309K	Hold	4,106	–	–	0.26%	47
2023 Q2	$346K	Hold	4,106	–	–	0.29%	48
2023 Q1	$374K	Hold	4,106	–	–	0.34%	46
2022 Q4	$390K	Hold	4,106	–	–	0.49%	35
2022 Q3	$355K	Hold	4,106	–	–	0.39%	39
2022 Q2	$402K	Hold	4,106	–	–	0.55%	35
2022 Q1	$410K	Sell	4,106 -465	-10%	-$42.5K	0.29%	50
2021 Q4	$407K	Sell	4,571 -465	-9%	-$39.2K	0.25%	47
2021 Q3	$410K	Hold	5,036	–	–	0.24%	53
2021 Q2	$425K	Hold	5,036	–	–	0.24%	55
2021 Q1	$427K	Hold	5,036	–	–	0.27%	50
2020 Q4	$418K	Buy	+5,036	New	+$437K	0.28%	46

Other funds holding AEP

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

David J. Yvars Group's AEP Position: Q3 2026 in Review

David J. Yvars Group held its American Electric Power (AEP) position steady in Q3 2026 at 3,336 shares worth $396K. The position accounts for 0.18% of the portfolio, ranked #60.

David J. Yvars Group first reported a position in AEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $456K in Q2 2026. 88 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

David J. Yvars Group held 3,336 shares of American Electric Power worth $396K as of Q3 2026.
David J. Yvars Group left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.18% of David J. Yvars Group's portfolio in Q3 2026, its #60 holding.
David J. Yvars Group first reported a position in American Electric Power in Q4 2020 and has held it in 24 quarters since.
David J. Yvars Group's American Electric Power position peaked at $456K in Q2 2026.
88 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.