Harold Davidson & Associates’s American Electric Power AEP Stock Holding History

Harold Davidson & Associates’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	$709K	Sell	5,974 -390	-6%	-$49.4K	0.29%	43
2026 Q2	$871K	Sell	6,364 -53	-0.8%	-$6.98K	0.38%	37
2026 Q1	$841K	Sell	6,417 -163	-2%	-$20.4K	0.41%	41
2025 Q4	$759K	Sell	6,580 -177	-3%	-$20.9K	0.34%	45
2025 Q3	$760K	Buy	6,757 +2,087	+45%	+$228K	0.35%	44
2025 Q2	$485K	Sell	4,670 -2,342	-33%	-$244K	0.31%	45
2025 Q1	$766K	Sell	7,012 -140	-2%	-$14.2K	0.42%	41
2024 Q4	$660K	Buy	+7,152	New	+$692K	0.32%	46

Other funds holding AEP

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Harold Davidson & Associates's AEP Position: Q3 2026 in Review

Harold Davidson & Associates reduced its American Electric Power (AEP) stake by 6.1% in Q3 2026, selling an estimated $49.4K and leaving 5,974 shares worth $709K. The position accounts for 0.29% of the portfolio, ranked #43.

Harold Davidson & Associates first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $871K in Q2 2026. 879 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Harold Davidson & Associates held 5,974 shares of American Electric Power worth $709K as of Q3 2026.
Harold Davidson & Associates sold 390 American Electric Power shares in Q3 2026, an estimated $49.4K.
American Electric Power made up 0.29% of Harold Davidson & Associates's portfolio in Q3 2026, its #43 holding.
Harold Davidson & Associates first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
Harold Davidson & Associates's American Electric Power position peaked at $871K in Q2 2026.
879 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.