Elevation Wealth Partners
AEP icon

Elevation Wealth Partners’s American Electric Power AEP Stock Holding History

Elevation Wealth Partners’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 		$41.6K Buy
351
+157
+81% +$19.9K 0.01% 446
2026
Q2 		$26.5K Buy
194
+105
+118% +$13.8K 0.01% 495
2026
Q1 		$11.7K Hold
89
– – ﹤0.01% 481
2025
Q4 		$10.3K Buy
89
+24
+37% +$2.83K ﹤0.01% 477
2025
Q3 		$7.31K Buy
65
+25
+63% +$2.74K ﹤0.01% 426
2025
Q2 		$4.15K Hold
40
– – ﹤0.01% 413
2025
Q1 		$4.37K Hold
40
– – ﹤0.01% 414
2024
Q4 		$3.69K Buy
+40
New +$3.87K ﹤0.01% 426

Other funds holding AEP

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Elevation Wealth Partners's AEP Position: Q3 2026 in Review

Elevation Wealth Partners increased its American Electric Power (AEP) stake by 81% in Q3 2026, buying an estimated $19.9K and bringing the position to 351 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #446.

Elevation Wealth Partners first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. 1,010 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Elevation Wealth Partners held 351 shares of American Electric Power worth $41.6K as of Q3 2026.
  • Elevation Wealth Partners bought 157 American Electric Power shares in Q3 2026, an estimated $19.9K.
  • American Electric Power made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #446 holding.
  • Elevation Wealth Partners first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
  • 1,010 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.