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Financial Perspectives’s American Electric Power AEP Stock Holding History

Financial Perspectives’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 		$14.1K Hold
119
– – ﹤0.01% 502
2026
Q2 		$16.3K Sell
119
-18
-13% -$2.37K ﹤0.01% 485
2026
Q1 		$18K Hold
137
– – 0.01% 453
2025
Q4 		$15.8K Hold
137
– – ﹤0.01% 469
2025
Q3 		$15.4K Sell
137
-35
-20% -$3.83K ﹤0.01% 463
2025
Q2 		$17.8K Hold
172
– – 0.01% 436
2025
Q1 		$18.8K Sell
172
-199
-54% -$20.2K 0.01% 421
2024
Q4 		$34.2K Buy
371
+22
+6% +$2.13K 0.01% 340
2024
Q3 		$35.8K Hold
349
– – 0.01% 313
2024
Q2 		$30.6K Hold
349
– – 0.01% 323
2024
Q1 		$30K Hold
349
– – 0.01% 331
2023
Q4 		$28.3K Hold
349
– – 0.01% 339
2023
Q3 		$26.3K Hold
349
– – 0.01% 328
2023
Q2 		$29.4K Hold
349
– – 0.01% 323
2023
Q1 		$31.8K Hold
349
– – 0.02% 309
2022
Q4 		$33.1K Hold
349
– – 0.02% 302
2022
Q3 		$30.2K Hold
349
– – 0.02% 291
2022
Q2 		$33.5K Hold
349
– – 0.02% 281
2022
Q1 		$34.8K Hold
349
– – 0.02% 297
2021
Q4 		$31.1K Hold
349
– – 0.01% 300
2021
Q3 		$28.3K Hold
349
– – 0.01% 313
2021
Q2 		$29.5K Hold
349
– – 0.01% 330
2021
Q1 		$29.6K Hold
349
– – 0.02% 305
2020
Q4 		$29.1K Buy
349
+150
+75% +$13K 0.02% 286
2020
Q3 		$16.3K Hold
199
– – 0.01% 316
2020
Q2 		$15.8K Hold
199
– – 0.01% 308
2020
Q1 		$15.9K Hold
199
– – 0.01% 267
2019
Q4 		$18.8K Buy
+199
New +$18.4K 0.01% 266

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Perspectives's AEP Position: Q3 2026 in Review

Financial Perspectives held its American Electric Power (AEP) position steady in Q3 2026 at 119 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Financial Perspectives first reported a position in AEP in Q4 2019 and has held it in 28 quarters since. The position peaked at $35.8K in Q3 2024. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Financial Perspectives held 119 shares of American Electric Power worth $14.1K as of Q3 2026.
  • Financial Perspectives left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #502 holding.
  • Financial Perspectives first reported a position in American Electric Power in Q4 2019 and has held it in 28 quarters since.
  • Financial Perspectives's American Electric Power position peaked at $35.8K in Q3 2024.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.