Legacy Advisors’s American Electric Power AEP Stock Holding History

Legacy 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	–	Sell	-1,756	Closed	-$240K	–	319
2026 Q2	$240K	Buy	+1,756	New	+$231K	0.02%	290
2025 Q1	$1.24M	Buy	11,384 +4,262	+60%	+$432K	0.13%	133
2024 Q4	$657K	Sell	7,122 -1	-0%	-$97	0.06%	225
2024 Q3	$731K	Sell	7,123 -26	-0.4%	-$2.54K	0.08%	197
2024 Q2	$627K	Buy	+7,149	New	+$625K	0.08%	185
2019 Q3	–	Sell	-293	Closed	-$26K	–	118
2019 Q2	$26K	Hold	293	–	–	0.02%	239
2019 Q1	$25K	Buy	+293	New	+$23.3K	0.01%	258
2018 Q4	–	Sell	-293	Closed	-$21K	–	119
2018 Q3	$21K	Hold	293	–	–	0.01%	293
2018 Q2	$20K	Hold	293	–	–	0.01%	254
2018 Q1	$20K	Hold	293	–	–	0.01%	215
2017 Q4	$21K	Sell	293 -56	-16%	-$4.18K	0.02%	184
2017 Q3	$24K	Buy	349 +56	+19%	+$3.99K	0.03%	150
2017 Q2	$20K	Hold	293	–	–	0.03%	134
2017 Q1	$19K	Hold	293	–	–	0.03%	129
2016 Q4	$18K	Buy	+293	New	+$18.1K	0.02%	147

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Legacy Advisors's AEP Position: Q3 2026 in Review

Legacy Advisors sold out of American Electric Power (AEP) in Q3 2026, closing a stake of 1,756 shares — an estimated $240K sold.

Legacy Advisors first reported a position in AEP in Q4 2016 and held it in 15 quarters. The position peaked at $1.24M in Q1 2025. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Legacy Advisors reported no remaining American Electric Power position as of Q3 2026 after selling out during the quarter.
Legacy Advisors sold 1,756 American Electric Power shares in Q3 2026, an estimated $240K.
Legacy Advisors first reported a position in American Electric Power in Q4 2016 and held it in 15 quarters.
Legacy Advisors's American Electric Power position peaked at $1.24M in Q1 2025.
1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.