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Latitude Advisors’s American Electric Power AEP Stock Holding History

Latitude 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 		$320K Sell
2,697
-399
-13% -$50.5K 0.1% 186
2026
Q2 		$424K Buy
3,096
+446
+17% +$58.8K 0.17% 140
2026
Q1 		$347K Sell
2,650
-450
-15% -$56.3K 0.16% 149
2025
Q4 		$357K Buy
3,100
+346
+13% +$40.9K 0.16% 140
2025
Q3 		$310K Buy
2,754
+242
+10% +$26.5K 0.14% 148
2025
Q2 		$261K Hold
2,512
– – 0.13% 167
2025
Q1 		$274K Hold
2,512
– – 0.16% 154
2024
Q4 		$232K Hold
2,512
– – 0.13% 165
2024
Q3 		$258K Hold
2,512
– – 0.15% 152
2024
Q2 		$220K Hold
2,512
– – 0.13% 157
2024
Q1 		$216K Hold
2,512
– – 0.14% 163
2023
Q4 		$204K Buy
+2,512
New +$195K 0.14% 162
2023
Q3 		– Sell
-2,544
Closed -$214K – 167
2023
Q2 		$214K Hold
2,544
– – 0.15% 151
2023
Q1 		$231K Hold
2,544
– – 0.17% 141
2022
Q4 		$242K Hold
2,544
– – 0.18% 132
2022
Q3 		$220K Sell
2,544
-750
-23% -$74.2K 0.18% 128
2022
Q2 		$316K Sell
3,294
-6,524
-66% -$647K 0.29% 96
2022
Q1 		$980K Buy
9,818
+3,904
+66% +$357K 0.22% 97
2021
Q4 		$526K Buy
5,914
+800
+16% +$67.5K 0.15% 145
2021
Q3 		$415K Buy
5,114
+2,542
+99% +$222K 0.13% 156
2021
Q2 		$218K Buy
2,572
+12
+0.5% +$1.03K 0.16% 150
2021
Q1 		$217K Hold
2,560
– – 0.18% 142
2020
Q4 		$213K Buy
+2,560
New +$222K 0.19% 123

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Latitude Advisors's AEP Position: Q3 2026 in Review

Latitude Advisors reduced its American Electric Power (AEP) stake by 13% in Q3 2026, selling an estimated $50.5K and leaving 2,697 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #186.

Latitude Advisors first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $980K in Q1 2022. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Latitude Advisors held 2,697 shares of American Electric Power worth $320K as of Q3 2026.
  • Latitude Advisors sold 399 American Electric Power shares in Q3 2026, an estimated $50.5K.
  • American Electric Power made up 0.1% of Latitude Advisors's portfolio in Q3 2026, its #186 holding.
  • Latitude Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's American Electric Power position peaked at $980K in Q1 2022.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.