Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s American Electric Power AEP Stock Holding History

Halbert Hargrove Global 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 		$35.6K Buy
300
+284
+1,775% +$36K ﹤0.01% 218
2026
Q2 		$2.25K Buy
+16
New +$2.11K ﹤0.01% 380
2025
Q2 		– Sell
-37
Closed -$4.04K – 319
2025
Q1 		$4.04K Buy
+37
New +$3.75K ﹤0.01% 332
2014
Q4 		– Sell
-179
Closed -$1.67M – 139
2014
Q3 		$1.67M Buy
+179
New +$9.46K 0.46% 13

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Halbert Hargrove Global Advisors's AEP Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its American Electric Power (AEP) stake by 1,775% in Q3 2026, buying an estimated $36K and bringing the position to 300 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Halbert Hargrove Global Advisors first reported a position in AEP in Q3 2014 and has held it in 4 quarters since. The position peaked at $1.67M in Q3 2014. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Halbert Hargrove Global Advisors held 300 shares of American Electric Power worth $35.6K as of Q3 2026.
  • Halbert Hargrove Global Advisors bought 284 American Electric Power shares in Q3 2026, an estimated $36K.
  • American Electric Power made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #218 holding.
  • Halbert Hargrove Global Advisors first reported a position in American Electric Power in Q3 2014 and has held it in 4 quarters since.
  • Halbert Hargrove Global Advisors's American Electric Power position peaked at $1.67M in Q3 2014.
  • 1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.