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

LeConte 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	$362K	Buy	3,052 +150	+5%	+$19K	0.19%	99
2026 Q2	$397K	Buy	2,902 +1,079	+59%	+$142K	0.22%	83
2026 Q1	$239K	Buy	1,823 +19	+1%	+$2.38K	0.15%	116
2025 Q4	$208K	Buy	+1,804	New	+$213K	0.14%	128
2025 Q3	–	Sell	-1,962	Closed	-$204K	–	128
2025 Q2	$204K	Buy	+1,962	New	+$204K	0.14%	100

Other funds holding AEP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

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

LeConte Wealth Management increased its American Electric Power (AEP) stake by 5.2% in Q3 2026, buying an estimated $19K and bringing the position to 3,052 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #99.

LeConte Wealth Management first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $397K in Q2 2026. 579 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

LeConte Wealth Management held 3,052 shares of American Electric Power worth $362K as of Q3 2026.
LeConte Wealth Management bought 150 American Electric Power shares in Q3 2026, an estimated $19K.
American Electric Power made up 0.19% of LeConte Wealth Management's portfolio in Q3 2026, its #99 holding.
LeConte Wealth Management first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
LeConte Wealth Management's American Electric Power position peaked at $397K in Q2 2026.
579 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

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