Diversified Enterprises
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Diversified Enterprises’s American Electric Power AEP Stock Holding History

Diversified Enterprises’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 		$378K Buy
3,185
+509
+19% +$64.4K 0.02% 318
2026
Q2 		$366K Sell
2,676
-105
-4% -$13.8K 0.02% 299
2026
Q1 		$364K Buy
2,781
+64
+2% +$8.01K 0.02% 286
2025
Q4 		$313K Buy
+2,717
New +$321K 0.02% 288

Other funds holding AEP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Diversified Enterprises's AEP Position: Q3 2026 in Review

Diversified Enterprises increased its American Electric Power (AEP) stake by 19% in Q3 2026, buying an estimated $64.4K and bringing the position to 3,185 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #318.

Diversified Enterprises first reported a position in AEP in Q4 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Diversified Enterprises held 3,185 shares of American Electric Power worth $378K as of Q3 2026.
  • Diversified Enterprises bought 509 American Electric Power shares in Q3 2026, an estimated $64.4K.
  • American Electric Power made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #318 holding.
  • Diversified Enterprises first reported a position in American Electric Power in Q4 2025 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.