Key Financial Inc
AEP icon

Key Financial Inc’s American Electric Power AEP Stock Holding History

Key Financial Inc’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 		$147K Sell
1,237
-207
-14% -$26.2K 0.02% 343
2026
Q2 		$198K Hold
1,444
– – 0.03% 302
2026
Q1 		$189K Hold
1,444
– – 0.03% 298
2025
Q4 		$167K Buy
1,444
+91
+7% +$10.7K 0.03% 320
2025
Q3 		$153K Sell
1,353
-14
-1% -$1.53K 0.03% 332
2025
Q2 		$142K Hold
1,367
– – 0.03% 328
2025
Q1 		$149K Sell
1,367
-356
-21% -$36.1K 0.03% 303
2024
Q4 		$159K Buy
1,723
+239
+16% +$23.1K 0.04% 283
2024
Q3 		$152K Buy
1,484
+14
+1% +$1.37K 0.03% 284
2024
Q2 		$129K Hold
1,470
– – 0.03% 295
2024
Q1 		$127K Hold
1,470
– – 0.03% 277
2023
Q4 		$119K Hold
1,470
– – 0.03% 277
2023
Q3 		$111K Sell
1,470
-50
-3% -$4.07K 0.04% 268
2023
Q2 		$128K Buy
1,520
+50
+3% +$4.42K 0.04% 256
2023
Q1 		$134K Sell
1,470
-408
-22% -$37.3K 0.05% 239
2022
Q4 		$162K Hold
1,878
– – 0.08% 184
2022
Q3 		$162K Hold
1,878
– – 0.08% 186
2022
Q2 		$184K Hold
1,878
– – 0.1% 158
2022
Q1 		$187K Buy
1,878
+408
+28% +$37.3K 0.09% 171
2021
Q4 		$131K Buy
1,470
+216
+17% +$18.2K 0.07% 196
2021
Q3 		$102K Hold
1,254
– – 0.06% 222
2021
Q2 		$111K Hold
1,254
– – 0.06% 214
2021
Q1 		$106K Sell
1,254
-97
-7% -$7.82K 0.07% 188
2020
Q4 		$112K Buy
+1,351
New +$117K 0.08% 171
2020
Q2 		– Sell
-1,351
Closed -$113K – 107
2020
Q1 		$113K Buy
+1,351
New +$128K 0.12% 138

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Key Financial Inc's AEP Position: Q3 2026 in Review

Key Financial Inc reduced its American Electric Power (AEP) stake by 14% in Q3 2026, selling an estimated $26.2K and leaving 1,237 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #343.

Key Financial Inc first reported a position in AEP in Q1 2020 and has held it in 25 quarters since. The position peaked at $198K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Key Financial Inc held 1,237 shares of American Electric Power worth $147K as of Q3 2026.
  • Key Financial Inc sold 207 American Electric Power shares in Q3 2026, an estimated $26.2K.
  • American Electric Power made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #343 holding.
  • Key Financial Inc first reported a position in American Electric Power in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's American Electric Power position peaked at $198K in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.