Evermay Wealth Management’s American Electric Power AEP Stock Holding History

Evermay Wealth Management’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	$87.5K	Hold	737	–	–	0.01%	297
2026 Q2	$101K	Buy	737 +327	+80%	+$43.1K	0.01%	268
2026 Q1	$53.8K	Hold	410	–	–	0.01%	317
2025 Q4	$47.3K	Hold	410	–	–	0.01%	329
2025 Q3	$46.2K	Hold	410	–	–	0.01%	329
2025 Q2	$42.6K	Hold	410	–	–	0.01%	332
2025 Q1	$44.8K	Buy	410 +240	+141%	+$24.3K	0.01%	333
2024 Q4	$15.7K	Sell	170 -414	-71%	-$40.1K	﹤0.01%	396
2024 Q3	$59.9K	Sell	584 -351	-38%	-$34.3K	0.01%	319
2024 Q2	$82K	Hold	935	–	–	0.01%	289
2024 Q1	$80.5K	Buy	935 +916	+4,821%	+$74.5K	0.01%	305
2023 Q4	$1.54K	Buy	+19	New	+$1.48K	﹤0.01%	534
2022 Q2	–	Sell	-5	Closed	–	–	509
2022 Q1	$0	Buy	+5	New	+$457	﹤0.01%	519
2021 Q4	–	Sell	-1,175	Closed	-$95K	–	506
2021 Q3	$95K	Hold	1,175	–	–	0.02%	218
2021 Q2	$99K	Buy	+1,175	New	+$101K	0.02%	223

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Evermay Wealth Management's AEP Position: Q3 2026 in Review

Evermay Wealth Management held its American Electric Power (AEP) position steady in Q3 2026 at 737 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #297.

Evermay Wealth Management first reported a position in AEP in Q2 2021 and has held it in 15 quarters since. The position peaked at $101K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Evermay Wealth Management held 737 shares of American Electric Power worth $87.5K as of Q3 2026.
Evermay Wealth Management left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #297 holding.
Evermay Wealth Management first reported a position in American Electric Power in Q2 2021 and has held it in 15 quarters since.
Evermay Wealth Management's American Electric Power position peaked at $101K in Q2 2026.
1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.