FEG
AEP icon

Financial Enhancement Group’s American Electric Power AEP Stock Holding History

Financial Enhancement Group’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 		$293K Buy
2,403
+15
+0.6% +$1.9K 0.03% 125
2026
Q2 		$327K Buy
2,388
+5
+0.2% +$659 0.04% 118
2026
Q1 		$319K Buy
2,383
+76
+3% +$9.51K 0.04% 121
2025
Q4 		$274K Buy
2,307
+10
+0.4% +$1.18K 0.04% 126
2025
Q3 		$271K Hold
2,297
– – 0.04% 124
2025
Q2 		$242K Buy
2,297
+10
+0.4% +$1.04K 0.03% 121
2025
Q1 		$247K Buy
+2,287
New +$232K 0.04% 110
2024
Q3 		– Sell
-2,112
Closed -$214K – 118
2024
Q2 		$214K Buy
+2,112
New +$185K 0.03% 112

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Financial Enhancement Group's AEP Position: Q3 2026 in Review

Financial Enhancement Group increased its American Electric Power (AEP) stake by 0.63% in Q3 2026, buying an estimated $1.9K and bringing the position to 2,403 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #125.

Financial Enhancement Group first reported a position in AEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $327K in Q2 2026. 57 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Financial Enhancement Group held 2,403 shares of American Electric Power worth $293K as of Q3 2026.
  • Financial Enhancement Group bought 15 American Electric Power shares in Q3 2026, an estimated $1.9K.
  • American Electric Power made up 0.03% of Financial Enhancement Group's portfolio in Q3 2026, its #125 holding.
  • Financial Enhancement Group first reported a position in American Electric Power in Q2 2024 and has held it in 8 quarters since.
  • Financial Enhancement Group's American Electric Power position peaked at $327K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.