Fiduciary Alliance’s American Electric Power AEP Stock Holding History

Fiduciary Alliance’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	$597K	Sell	5,036 -21	-0.4%	-$2.66K	0.05%	288
2026 Q2	$692K	Sell	5,057 -6	-0.1%	-$790	0.05%	319
2026 Q1	$680K	Buy	5,063 +7	+0.1%	+$876	0.04%	320
2025 Q4	$583K	Buy	5,056 +82	+2%	+$9.7K	0.04%	322
2025 Q3	$560K	Sell	4,974 -189	-4%	-$20.7K	0.04%	326
2025 Q2	$536K	Buy	+5,163	New	+$537K	0.04%	318
2023 Q3	–	Sell	-100	Closed	-$8.42K	–	186
2023 Q2	$8.42K	Buy	+100	New	+$8.83K	﹤0.01%	599

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

Fiduciary Alliance's AEP Position: Q3 2026 in Review

Fiduciary Alliance reduced its American Electric Power (AEP) stake by 0.42% in Q3 2026, selling an estimated $2.66K and leaving 5,036 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #288.

Fiduciary Alliance first reported a position in AEP in Q2 2023 and has held it in 7 quarters since. The position peaked at $692K in Q2 2026. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Fiduciary Alliance held 5,036 shares of American Electric Power worth $597K as of Q3 2026.
Fiduciary Alliance sold 21 American Electric Power shares in Q3 2026, an estimated $2.66K.
American Electric Power made up 0.05% of Fiduciary Alliance's portfolio in Q3 2026, its #288 holding.
Fiduciary Alliance first reported a position in American Electric Power in Q2 2023 and has held it in 7 quarters since.
Fiduciary Alliance's American Electric Power position peaked at $692K in Q2 2026.
786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.