IBEX Wealth Advisors’s American Electric Power AEP Stock Holding History

IBEX Wealth Advisors’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	$7.27M	Buy	61,263 +2,159	+4%	+$273K	0.56%	57
2026 Q2	$8.09M	Buy	59,104 +1,484	+3%	+$195K	0.63%	52
2026 Q1	$7.55M	Buy	57,620 +3,051	+6%	+$382K	0.7%	47
2025 Q4	$6.29M	Buy	54,569 +2,360	+5%	+$279K	0.62%	61
2025 Q3	$5.87M	Buy	+52,209	New	+$5.71M	0.56%	59
2024 Q3	–	Sell	-39,936	Closed	-$3.5M	–	73
2024 Q2	$3.5M	Buy	+39,936	New	+$3.49M	0.55%	59
2023 Q1	$3.83M	Buy	+42,120	New	+$3.85M	0.99%	38
2017 Q1	–	Sell	-68	Closed	-$4K	–	83
2016 Q4	$4K	Buy	+68	New	+$4.19K	﹤0.01%	385

Other funds holding AEP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IBEX Wealth Advisors's AEP Position: Q3 2026 in Review

IBEX Wealth Advisors increased its American Electric Power (AEP) stake by 3.7% in Q3 2026, buying an estimated $273K and bringing the position to 61,263 shares worth $7.27M. The position accounts for 0.56% of the portfolio, ranked #57.

IBEX Wealth Advisors first reported a position in AEP in Q4 2016 and has held it in 8 quarters since. The position peaked at $8.09M in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

IBEX Wealth Advisors held 61,263 shares of American Electric Power worth $7.27M as of Q3 2026.
IBEX Wealth Advisors bought 2,159 American Electric Power shares in Q3 2026, an estimated $273K.
American Electric Power made up 0.56% of IBEX Wealth Advisors's portfolio in Q3 2026, its #57 holding.
IBEX Wealth Advisors first reported a position in American Electric Power in Q4 2016 and has held it in 8 quarters since.
IBEX Wealth Advisors's American Electric Power position peaked at $8.09M in Q2 2026.
1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.