Jamison Private Wealth Management’s American Electric Power AEP Stock Holding History

Jamison Private 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	$2.58M	Buy	21,728 +1,360	+7%	+$172K	0.26%	80
2026 Q2	$2.79M	Buy	20,368 +423	+2%	+$55.7K	0.28%	77
2026 Q1	$2.61M	Buy	19,945 +292	+1%	+$36.5K	0.32%	72
2025 Q4	$2.27M	Buy	19,653 +60	+0.3%	+$7.09K	0.28%	78
2025 Q3	$2.2M	Sell	19,593 -119	-0.6%	-$13K	0.28%	78
2025 Q2	$2.05M	Buy	19,712 +284	+1%	+$29.5K	0.29%	75
2025 Q1	$2.12M	Sell	19,428 -17	-0.1%	-$1.72K	0.32%	73
2024 Q4	$1.79M	Sell	19,445 -52	-0.3%	-$5.03K	0.26%	83
2024 Q3	$2M	Buy	19,497 +34	+0.2%	+$3.32K	0.3%	78
2024 Q2	$1.71M	Sell	19,463 -573	-3%	-$50.1K	0.28%	77
2024 Q1	$1.73M	Sell	20,036 -100	-0.5%	-$8.13K	0.29%	80
2023 Q4	$1.64M	Sell	20,136 -1,050	-5%	-$81.5K	0.31%	78
2023 Q3	$1.59M	Buy	+21,186	New	+$1.72M	0.33%	75

Other funds holding AEP

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

Barclays London, United Kingdom $500B AUM 36.84% 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

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Jamison Private Wealth Management's AEP Position: Q3 2026 in Review

Jamison Private Wealth Management increased its American Electric Power (AEP) stake by 6.7% in Q3 2026, buying an estimated $172K and bringing the position to 21,728 shares worth $2.58M. The position accounts for 0.26% of the portfolio, ranked #80.

Jamison Private Wealth Management first reported a position in AEP in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.79M in Q2 2026. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Jamison Private Wealth Management held 21,728 shares of American Electric Power worth $2.58M as of Q3 2026.
Jamison Private Wealth Management bought 1,360 American Electric Power shares in Q3 2026, an estimated $172K.
American Electric Power made up 0.26% of Jamison Private Wealth Management's portfolio in Q3 2026, its #80 holding.
Jamison Private Wealth Management first reported a position in American Electric Power in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's American Electric Power position peaked at $2.79M in Q2 2026.
1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.