EP
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Essential Partners’s American Electric Power AEP Stock Holding History

Essential 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 		$384K Buy
3,238
+843
+35% +$107K 0.18% 109
2026
Q2 		$328K Hold
2,395
– – 0.15% 141
2026
Q1 		$314K Sell
2,395
-64
-3% -$8.01K 0.11% 213
2025
Q4 		$284K Buy
2,459
+169
+7% +$20K 0.09% 256
2025
Q3 		$258K Buy
2,290
+2,196
+2,336% +$240K 0.09% 273
2025
Q2 		$9.8K Buy
+94
New +$9.8K ﹤0.01% 855

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

Essential Partners's AEP Position: Q3 2026 in Review

Essential Partners increased its American Electric Power (AEP) stake by 35% in Q3 2026, buying an estimated $107K and bringing the position to 3,238 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #109.

Essential Partners first reported a position in AEP in Q2 2025 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Essential Partners held 3,238 shares of American Electric Power worth $384K as of Q3 2026.
  • Essential Partners bought 843 American Electric Power shares in Q3 2026, an estimated $107K.
  • American Electric Power made up 0.18% of Essential Partners's portfolio in Q3 2026, its #109 holding.
  • Essential Partners first reported a position in American Electric Power in Q2 2025 and has held it in 6 quarters since.
  • 292 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.