High Net Worth Advisory Group
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High Net Worth Advisory Group’s American Electric Power AEP Stock Holding History

High Net Worth Advisory Group’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 		$576K Hold
4,853
– – 0.12% 142
2026
Q2 		$664K Sell
4,853
-150
-3% -$19.8K 0.14% 134
2026
Q1 		$656K Hold
5,003
– – 0.15% 126
2025
Q4 		$577K Hold
5,003
– – 0.13% 129
2025
Q3 		$563K Buy
5,003
+40
+0.8% +$4.38K 0.14% 128
2025
Q2 		$515K Hold
4,963
– – 0.14% 129
2025
Q1 		$542K Sell
4,963
-320
-6% -$32.4K 0.15% 122
2024
Q4 		$487K Sell
5,283
-1,200
-19% -$116K 0.14% 127
2024
Q3 		$665K Hold
6,483
– – 0.18% 107
2024
Q2 		$569K Buy
6,483
+1,708
+36% +$149K 0.17% 107
2024
Q1 		$411K Sell
4,775
-991
-17% -$80.6K 0.13% 130
2023
Q4 		$468K Buy
5,766
+230
+4% +$17.9K 0.17% 115
2023
Q3 		$416K Buy
5,536
+45
+0.8% +$3.66K 0.17% 118
2023
Q2 		$462K Buy
5,491
+325
+6% +$28.7K 0.18% 118
2023
Q1 		$470K Buy
5,166
+905
+21% +$82.8K 0.19% 111
2022
Q4 		$405K Buy
4,261
+1,850
+77% +$168K 0.16% 122
2022
Q3 		$208K Hold
2,411
– – 0.09% 177
2022
Q2 		$231K Hold
2,411
– – 0.1% 170
2022
Q1 		$241K Hold
2,411
– – 0.09% 164
2021
Q4 		$215K Buy
+2,411
New +$203K 0.08% 184

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

High Net Worth Advisory Group's AEP Position: Q3 2026 in Review

High Net Worth Advisory Group held its American Electric Power (AEP) position steady in Q3 2026 at 4,853 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #142.

High Net Worth Advisory Group first reported a position in AEP in Q4 2021 and has held it in 20 quarters since. The position peaked at $665K in Q3 2024. 1,489 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • High Net Worth Advisory Group held 4,853 shares of American Electric Power worth $576K as of Q3 2026.
  • High Net Worth Advisory Group left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.12% of High Net Worth Advisory Group's portfolio in Q3 2026, its #142 holding.
  • High Net Worth Advisory Group first reported a position in American Electric Power in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's American Electric Power position peaked at $665K in Q3 2024.
  • 1,489 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.