Holos Integrated Wealth
AEP icon

Holos Integrated Wealth’s American Electric Power AEP Stock Holding History

Holos Integrated Wealth’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 		$12.5K Hold
100
– – 0.01% 251
2026
Q2 		$13.8K Hold
100
– – 0.01% 241
2026
Q1 		$13.3K Hold
100
– – 0.01% 238
2025
Q4 		$11.6K Hold
100
– – 0.01% 197
2025
Q3 		$11.7K Hold
100
– – 0.01% 186
2025
Q2 		$11.2K Hold
100
– – 0.01% 187
2025
Q1 		$10.9K Sell
100
-500
-83% -$50.6K 0.01% 192
2024
Q4 		$55.3K Buy
+600
New +$58.1K 0.04% 107

Other funds holding AEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Holos Integrated Wealth's AEP Position: Q3 2026 in Review

Holos Integrated Wealth held its American Electric Power (AEP) position steady in Q3 2026 at 100 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #251.

Holos Integrated Wealth first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $55.3K in Q4 2024. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Holos Integrated Wealth held 100 shares of American Electric Power worth $12.5K as of Q3 2026.
  • Holos Integrated Wealth left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #251 holding.
  • Holos Integrated Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's American Electric Power position peaked at $55.3K in Q4 2024.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.