KWB Wealth
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KWB Wealth’s American Electric Power AEP Stock Holding History

KWB Wealth’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 		$281K Hold
2,371
– – 0.02% 158
2026
Q2 		$324K Buy
+2,371
New +$312K 0.03% 142

Other funds holding AEP

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
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
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

KWB Wealth's AEP Position: Q3 2026 in Review

KWB Wealth held its American Electric Power (AEP) position steady in Q3 2026 at 2,371 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #158.

KWB Wealth first reported a position in AEP in Q2 2026 and has held it in 2 quarters since. The position peaked at $324K in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • KWB Wealth held 2,371 shares of American Electric Power worth $281K as of Q3 2026.
  • KWB Wealth left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #158 holding.
  • KWB Wealth first reported a position in American Electric Power in Q2 2026 and has held it in 2 quarters since.
  • KWB Wealth's American Electric Power position peaked at $324K in Q2 2026.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.