Elevated Capital Advisors
AEP icon

Elevated Capital Advisors’s American Electric Power AEP Stock Holding History

Elevated Capital Advisors’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 		$80.3K Sell
677
-2,395
-78% -$303K 0.03% 242
2026
Q2 		$420K Sell
3,072
-3,376
-52% -$445K 0.12% 147
2026
Q1 		$845K Sell
6,448
-642
-9% -$80.3K 0.21% 119
2025
Q4 		$818K Sell
7,090
-78
-1% -$9.21K 0.19% 141
2025
Q3 		$806K Sell
7,168
-1,011
-12% -$111K 0.2% 136
2025
Q2 		$894K Hold
8,179
– – 0.25% 116
2025
Q1 		$894K Buy
8,179
+221
+3% +$22.4K 0.25% 116
2024
Q4 		$734K Sell
7,958
-28
-0.4% -$2.71K 0.2% 146
2024
Q3 		$819K Sell
7,986
-212
-3% -$20.7K 0.22% 144
2024
Q2 		$719K Buy
+8,198
New +$717K 0.2% 138
2023
Q3 		– Sell
-18,727
Closed -$1.58M – 168
2023
Q2 		$1.58M Buy
18,727
+892
+5% +$78.8K 0.52% 72
2023
Q1 		$1.62M Buy
17,835
+402
+2% +$36.8K 0.58% 60
2022
Q4 		$1.66M Buy
17,433
+1,044
+6% +$95K 0.63% 53
2022
Q3 		$1.42M Buy
+16,389
New +$1.62M 0.56% 58
2022
Q1 		$1.46M Buy
+14,638
New +$1.34M 0.48% 63
2021
Q3 		$974K Buy
+11,997
New +$1.05M 0.34% 93
2021
Q1 		$901K Buy
10,000
+201
+2% +$16.2K 0.35% 95
2020
Q4 		$816K Sell
9,799
-665
-6% -$57.7K 0.35% 94
2020
Q3 		$950K Sell
10,464
-405
-4% -$33.4K 0.45% 74
2020
Q2 		$873K Buy
+10,869
New +$887K 0.41% 92
2019
Q1 		$236K Buy
+2,826
New +$225K 0.16% 127

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

Elevated Capital Advisors's AEP Position: Q3 2026 in Review

Elevated Capital Advisors reduced its American Electric Power (AEP) stake by 78% in Q3 2026, selling an estimated $303K and leaving 677 shares worth $80.3K. The position accounts for 0.03% of the portfolio, ranked #242.

Elevated Capital Advisors first reported a position in AEP in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.66M in Q4 2022. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Elevated Capital Advisors held 677 shares of American Electric Power worth $80.3K as of Q3 2026.
  • Elevated Capital Advisors sold 2,395 American Electric Power shares in Q3 2026, an estimated $303K.
  • American Electric Power made up 0.03% of Elevated Capital Advisors's portfolio in Q3 2026, its #242 holding.
  • Elevated Capital Advisors first reported a position in American Electric Power in Q1 2019 and has held it in 21 quarters since.
  • Elevated Capital Advisors's American Electric Power position peaked at $1.66M in Q4 2022.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.