Highline Wealth Partners
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Highline Wealth Partners’s American Electric Power AEP Stock Holding History

Highline Wealth Partners’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 		$27.4K Sell
231
-6
-3% -$760 0.01% 369
2026
Q2 		$32.4K Buy
237
+19
+9% +$2.5K 0.01% 304
2026
Q1 		$28.6K Sell
218
-20
-8% -$2.5K 0.01% 241
2025
Q4 		$27.4K Buy
238
+26
+12% +$3.07K 0.01% 205
2025
Q3 		$23.8K Buy
212
+9
+4% +$985 0.01% 246
2025
Q2 		$21.1K Buy
203
+87
+75% +$9.05K 0.01% 219
2025
Q1 		$12.7K Sell
116
-4
-3% -$405 ﹤0.01% 269
2024
Q4 		$11K Buy
120
+19
+19% +$1.84K ﹤0.01% 237
2024
Q3 		$10.4K Buy
101
+8
+9% +$781 ﹤0.01% 251
2024
Q2 		$8.14K Buy
93
+13
+16% +$1.14K ﹤0.01% 242
2024
Q1 		$6.92K Hold
80
– – ﹤0.01% 249
2023
Q4 		$6.5K Buy
+80
New +$6.21K ﹤0.01% 233

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Highline Wealth Partners's AEP Position: Q3 2026 in Review

Highline Wealth Partners reduced its American Electric Power (AEP) stake by 2.5% in Q3 2026, selling an estimated $760 and leaving 231 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #369.

Highline Wealth Partners first reported a position in AEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $32.4K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Highline Wealth Partners held 231 shares of American Electric Power worth $27.4K as of Q3 2026.
  • Highline Wealth Partners sold 6 American Electric Power shares in Q3 2026, an estimated $760.
  • American Electric Power made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #369 holding.
  • Highline Wealth Partners first reported a position in American Electric Power in Q4 2023 and has held it in 12 quarters since.
  • Highline Wealth Partners's American Electric Power position peaked at $32.4K in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.