Jeppson Wealth Management
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Jeppson Wealth Management’s American Electric Power AEP Stock Holding History

Jeppson 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 		$4.19M Buy
35,277
+611
+2% +$77.4K 1.19% 15
2026
Q2 		$4.74M Sell
34,666
-194
-0.6% -$25.6K 1.4% 12
2026
Q1 		$4.57M Sell
34,860
-915
-3% -$114K 1.43% 12
2025
Q4 		$4.13M Sell
35,775
-80
-0.2% -$9.45K 1.31% 16
2025
Q3 		$4.03M Sell
35,855
-400
-1% -$43.8K 1.29% 14
2025
Q2 		$3.76M Sell
36,255
-164
-0.5% -$17.1K 1.3% 14
2025
Q1 		$3.98M Sell
36,419
-169
-0.5% -$17.1K 1.46% 13
2024
Q4 		$3.37M Sell
36,588
-787
-2% -$76.2K 1.22% 17
2024
Q3 		$3.83M Sell
37,375
-21
-0.1% -$2.05K 1.37% 13
2024
Q2 		$3.28M Sell
37,396
-580
-2% -$50.7K 1.25% 15
2024
Q1 		$3.27M Buy
37,976
+142
+0.4% +$11.5K 1.27% 14
2023
Q4 		$3.07M Sell
37,834
-6,533
-15% -$507K 1.27% 13
2023
Q3 		$3.34M Buy
44,367
+5,975
+16% +$486K 1.53% 10
2023
Q2 		$3.23M Buy
38,392
+2,229
+6% +$197K 1.41% 13
2023
Q1 		$3.29M Sell
36,163
-304
-0.8% -$27.8K 1.43% 9
2022
Q4 		$3.46M Buy
36,467
+1,293
+4% +$118K 1.46% 10
2022
Q3 		$3.04M Sell
35,174
-245
-0.7% -$24.2K 1.38% 11
2022
Q2 		$3.4M Buy
35,419
+36
+0.1% +$3.57K 1.46% 10
2022
Q1 		$3.53M Sell
35,383
-120
-0.3% -$11K 1.65% 10
2021
Q4 		$3.16M Buy
35,503
+129
+0.4% +$10.9K 1.52% 14
2021
Q3 		$2.87M Buy
35,374
+1,070
+3% +$93.4K 1.5% 13
2021
Q2 		$2.9M Sell
34,304
-20
-0.1% -$1.72K 1.58% 11
2021
Q1 		$2.91M Buy
34,324
+12,753
+59% +$1.03M 1.73% 10
2020
Q4 		$1.8M Buy
21,571
+1,263
+6% +$110K 1.19% 16
2020
Q3 		$1.66M Buy
+20,308
New +$1.67M 1.3% 13

Other funds holding AEP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Jeppson Wealth Management's AEP Position: Q3 2026 in Review

Jeppson Wealth Management increased its American Electric Power (AEP) stake by 1.8% in Q3 2026, buying an estimated $77.4K and bringing the position to 35,277 shares worth $4.19M. The position accounts for 1.19% of the portfolio, ranked #15.

Jeppson Wealth Management first reported a position in AEP in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.74M in Q2 2026. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Jeppson Wealth Management held 35,277 shares of American Electric Power worth $4.19M as of Q3 2026.
  • Jeppson Wealth Management bought 611 American Electric Power shares in Q3 2026, an estimated $77.4K.
  • American Electric Power made up 1.19% of Jeppson Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Jeppson Wealth Management first reported a position in American Electric Power in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's American Electric Power position peaked at $4.74M in Q2 2026.
  • 786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.