Evelyn Partners
AEP icon

Evelyn Partners’s American Electric Power AEP Stock Holding History

Evelyn 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 		$148K Hold
1,250
– – ﹤0.01% 329
2026
Q2 		$171K Buy
+1,250
New +$165K ﹤0.01% 279

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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Evelyn Partners's AEP Position: Q3 2026 in Review

Evelyn Partners held its American Electric Power (AEP) position steady in Q3 2026 at 1,250 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Evelyn Partners first reported a position in AEP in Q2 2026 and has held it in 2 quarters since. The position peaked at $171K in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Evelyn Partners held 1,250 shares of American Electric Power worth $148K as of Q3 2026.
  • Evelyn Partners left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #329 holding.
  • Evelyn Partners first reported a position in American Electric Power in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's American Electric Power position peaked at $171K in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.