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Equitable Trust’s American Electric Power AEP Stock Holding History

Equitable Trust’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 		$1.82M Buy
15,328
+159
+1% +$20.1K 0.08% 170
2026
Q2 		$2.08M Sell
15,169
-118
-0.8% -$15.5K 0.09% 164
2026
Q1 		$2M Sell
15,287
-8
-0.1% -$1K 0.09% 155
2025
Q4 		$1.76M Sell
15,295
-104
-0.7% -$12.3K 0.08% 165
2025
Q3 		$1.73M Buy
15,399
+300
+2% +$32.8K 0.08% 166
2025
Q2 		$1.57M Sell
15,099
-145
-1% -$15.1K 0.08% 173
2025
Q1 		$1.67M Sell
15,244
-261
-2% -$26.4K 0.09% 167
2024
Q4 		$1.43M Sell
15,505
-50
-0.3% -$4.84K 0.08% 179
2024
Q3 		$1.6M Buy
15,555
+2,050
+15% +$200K 0.1% 152
2024
Q2 		$1.18M Buy
13,505
+119
+0.9% +$10.4K 0.08% 174
2024
Q1 		$1.15M Buy
+13,386
New +$1.09M 0.08% 182

Other funds holding AEP

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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Equitable Trust's AEP Position: Q3 2026 in Review

Equitable Trust increased its American Electric Power (AEP) stake by 1% in Q3 2026, buying an estimated $20.1K and bringing the position to 15,328 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #170.

Equitable Trust first reported a position in AEP in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.08M in Q2 2026. 333 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Equitable Trust held 15,328 shares of American Electric Power worth $1.82M as of Q3 2026.
  • Equitable Trust bought 159 American Electric Power shares in Q3 2026, an estimated $20.1K.
  • American Electric Power made up 0.08% of Equitable Trust's portfolio in Q3 2026, its #170 holding.
  • Equitable Trust first reported a position in American Electric Power in Q1 2024 and has held it in 11 quarters since.
  • Equitable Trust's American Electric Power position peaked at $2.08M in Q2 2026.
  • 333 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.