High Point Wealth Management
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High Point Wealth Management’s American Electric Power AEP Stock Holding History

High Point 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 		$586K Buy
4,941
+12
+0.2% +$1.52K 0.46% 55
2026
Q2 		$674K Buy
4,929
+12
+0.2% +$1.58K 0.55% 46
2026
Q1 		$645K Buy
4,917
+12
+0.2% +$1.5K 0.62% 42
2025
Q4 		$566K Buy
+4,905
New +$579K 0.53% 46

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

High Point Wealth Management's AEP Position: Q3 2026 in Review

High Point Wealth Management increased its American Electric Power (AEP) stake by 0.24% in Q3 2026, buying an estimated $1.52K and bringing the position to 4,941 shares worth $586K. The position accounts for 0.46% of the portfolio, ranked #55.

High Point Wealth Management first reported a position in AEP in Q4 2025 and has held it in 4 quarters since. The position peaked at $674K in Q2 2026. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • High Point Wealth Management held 4,941 shares of American Electric Power worth $586K as of Q3 2026.
  • High Point Wealth Management bought 12 American Electric Power shares in Q3 2026, an estimated $1.52K.
  • American Electric Power made up 0.46% of High Point Wealth Management's portfolio in Q3 2026, its #55 holding.
  • High Point Wealth Management first reported a position in American Electric Power in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's American Electric Power position peaked at $674K in Q2 2026.
  • 1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.