Fee-Only Financial Planning’s American Electric Power AEP Stock Holding History

Fee-Only Financial Planning’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	$554K	Hold	4,669	–	–	0.3%	25
2026 Q2	$639K	Sell	4,669 -100	-2%	-$13.2K	0.34%	23
2026 Q1	$625K	Hold	4,769	–	–	0.38%	23
2025 Q4	$550K	Hold	4,769	–	–	0.32%	25
2025 Q3	$537K	Hold	4,769	–	–	0.31%	26
2025 Q2	$495K	Hold	4,769	–	–	0.31%	27
2025 Q1	$521K	Hold	4,769	–	–	0.36%	24
2024 Q4	$440K	Hold	4,769	–	–	0.28%	27
2024 Q3	$489K	Hold	4,769	–	–	0.31%	27
2024 Q2	$418K	Hold	4,769	–	–	0.28%	27
2024 Q1	$411K	Hold	4,769	–	–	0.28%	28
2023 Q4	$387K	Hold	4,769	–	–	0.28%	28
2023 Q3	$359K	Hold	4,769	–	–	0.29%	29
2023 Q2	$402K	Hold	4,769	–	–	0.31%	29
2023 Q1	$434K	Hold	4,769	–	–	0.35%	26
2022 Q4	$453K	Buy	+4,769	New	+$434K	0.38%	25

Other funds holding AEP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Fee-Only Financial Planning's AEP Position: Q3 2026 in Review

Fee-Only Financial Planning held its American Electric Power (AEP) position steady in Q3 2026 at 4,669 shares worth $554K. The position accounts for 0.3% of the portfolio, ranked #25.

Fee-Only Financial Planning first reported a position in AEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $639K in Q2 2026. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Fee-Only Financial Planning held 4,669 shares of American Electric Power worth $554K as of Q3 2026.
Fee-Only Financial Planning left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.3% of Fee-Only Financial Planning's portfolio in Q3 2026, its #25 holding.
Fee-Only Financial Planning first reported a position in American Electric Power in Q4 2022 and has held it in 16 quarters since.
Fee-Only Financial Planning's American Electric Power position peaked at $639K in Q2 2026.
786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.