GWM
AEP icon

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

Gilpin 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 		$137K Buy
1,153
+2
+0.2% +$253 0.09% 164
2026
Q2 		$157K Hold
1,151
– – 0.11% 153
2026
Q1 		$151K Hold
1,151
– – 0.12% 138
2025
Q4 		$133K Buy
+1,151
New +$136K 0.11% 139

Other funds holding AEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

Gilpin Wealth Management increased its American Electric Power (AEP) stake by 0.17% in Q3 2026, buying an estimated $253 and bringing the position to 1,153 shares worth $137K. The position accounts for 0.09% of the portfolio, ranked #164.

Gilpin Wealth Management first reported a position in AEP in Q4 2025 and has held it in 4 quarters since. The position peaked at $157K in Q2 2026. 243 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Gilpin Wealth Management held 1,153 shares of American Electric Power worth $137K as of Q3 2026.
  • Gilpin Wealth Management bought 2 American Electric Power shares in Q3 2026, an estimated $253.
  • American Electric Power made up 0.09% of Gilpin Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Gilpin Wealth Management first reported a position in American Electric Power in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's American Electric Power position peaked at $157K in Q2 2026.
  • 243 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.