Granite Group Advisors
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Granite Group Advisors’s American Electric Power AEP Stock Holding History

Granite Group Advisors’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 		$2.56M Sell
21,619
-428
-2% -$54.2K 1.62% 11
2026
Q2 		$3.02M Buy
22,047
+963
+5% +$127K 1.79% 13
2026
Q1 		$2.8M Sell
21,084
-5,122
-20% -$641K 1.7% 15
2025
Q4 		$3.02M Sell
26,206
-395
-1% -$46.7K 1.71% 11
2025
Q3 		$2.99M Sell
26,601
-25
-0.1% -$2.74K 1.81% 6
2025
Q2 		$2.76M Sell
26,626
-90
-0.3% -$9.36K 1.66% 8
2025
Q1 		$2.92M Sell
26,716
-317
-1% -$32.1K 2.03% 4
2024
Q4 		$2.49M Sell
27,033
-621
-2% -$60.1K 1.59% 11
2024
Q3 		$2.84M Sell
27,654
-349
-1% -$34.1K 1.82% 8
2024
Q2 		$2.46M Sell
28,003
-432
-2% -$37.8K 1.86% 8
2024
Q1 		$2.45M Sell
28,435
-205
-0.7% -$16.7K 1.65% 8
2023
Q4 		$2.4M Buy
+28,640
New +$2.22M 1.7% 7

Other funds holding AEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Granite Group Advisors's AEP Position: Q3 2026 in Review

Granite Group Advisors reduced its American Electric Power (AEP) stake by 1.9% in Q3 2026, selling an estimated $54.2K and leaving 21,619 shares worth $2.56M. The position accounts for 1.62% of the portfolio, ranked #11.

Granite Group Advisors first reported a position in AEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.02M in Q4 2025. 1,463 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Granite Group Advisors held 21,619 shares of American Electric Power worth $2.56M as of Q3 2026.
  • Granite Group Advisors sold 428 American Electric Power shares in Q3 2026, an estimated $54.2K.
  • American Electric Power made up 1.62% of Granite Group Advisors's portfolio in Q3 2026, its #11 holding.
  • Granite Group Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 12 quarters since.
  • Granite Group Advisors's American Electric Power position peaked at $3.02M in Q4 2025.
  • 1,463 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.