IFS Advisors’s American Electric Power AEP Stock Holding History

IFS 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	$88.3K	Sell	744 -15	-2%	-$1.9K	0.03%	167
2026 Q2	$104K	Hold	759	–	–	0.05%	38
2026 Q1	$99.5K	Buy	759 +188	+33%	+$23.5K	0.05%	39
2025 Q4	$65.8K	Hold	571	–	–	0.03%	40
2025 Q3	$64.2K	Hold	571	–	–	0.04%	39
2025 Q2	$59.2K	Sell	571 -300	-34%	-$31.2K	0.04%	36
2025 Q1	$95.2K	Hold	871	–	–	0.08%	27
2024 Q4	$80.3K	Buy	871 +300	+53%	+$29K	0.06%	27
2024 Q3	$58.6K	Hold	571	–	–	0.05%	29
2024 Q2	$50.1K	Hold	571	–	–	0.04%	29
2024 Q1	$49.2K	Hold	571	–	–	0.04%	29
2023 Q4	$46.4K	Hold	571	–	–	0.06%	27
2023 Q3	$43K	Hold	571	–	–	0.08%	26
2023 Q2	$48.1K	Hold	571	–	–	0.12%	23
2023 Q1	$52K	Hold	571	–	–	0.21%	20
2022 Q4	$54.2K	Hold	571	–	–	0.09%	24
2022 Q3	$49K	Hold	571	–	–	0.09%	24
2022 Q2	$54K	Hold	571	–	–	0.14%	22
2022 Q1	$56K	Hold	571	–	–	0.05%	23
2021 Q4	$50K	Buy	+571	New	+$48.2K	0.04%	35
2021 Q1	–	Sell	-571	Closed	-$47K	–	26
2020 Q4	$47K	Buy	+571	New	+$49.6K	0.04%	47

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IFS Advisors's AEP Position: Q3 2026 in Review

IFS Advisors reduced its American Electric Power (AEP) stake by 2% in Q3 2026, selling an estimated $1.9K and leaving 744 shares worth $88.3K. The position accounts for 0.03% of the portfolio, ranked #167.

IFS Advisors first reported a position in AEP in Q4 2020 and has held it in 21 quarters since. The position peaked at $104K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

IFS Advisors held 744 shares of American Electric Power worth $88.3K as of Q3 2026.
IFS Advisors sold 15 American Electric Power shares in Q3 2026, an estimated $1.9K.
American Electric Power made up 0.03% of IFS Advisors's portfolio in Q3 2026, its #167 holding.
IFS Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's American Electric Power position peaked at $104K in Q2 2026.
1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.