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Legacy Solutions LLC’s American Electric Power AEP Stock Holding History

Legacy Solutions LLC’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 		$245K Sell
2,067
-152
-7% -$19.2K 0.19% 74
2026
Q2 		$304K Buy
2,219
+13
+0.6% +$1.71K 0.25% 59
2026
Q1 		$289K Buy
2,206
+7
+0.3% +$876 0.27% 57
2025
Q4 		$254K Buy
2,199
+80
+4% +$9.45K 0.22% 68
2025
Q3 		$238K Sell
2,119
-38
-2% -$4.16K 0.21% 70
2025
Q2 		$224K Buy
2,157
+194
+10% +$20.2K 0.21% 73
2025
Q1 		$215K Buy
+1,963
New +$199K 0.24% 68

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GIA
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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Legacy Solutions LLC's AEP Position: Q3 2026 in Review

Legacy Solutions LLC reduced its American Electric Power (AEP) stake by 6.8% in Q3 2026, selling an estimated $19.2K and leaving 2,067 shares worth $245K. The position accounts for 0.19% of the portfolio, ranked #74.

Legacy Solutions LLC first reported a position in AEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $304K in Q2 2026. 203 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Legacy Solutions LLC held 2,067 shares of American Electric Power worth $245K as of Q3 2026.
  • Legacy Solutions LLC sold 152 American Electric Power shares in Q3 2026, an estimated $19.2K.
  • American Electric Power made up 0.19% of Legacy Solutions LLC's portfolio in Q3 2026, its #74 holding.
  • Legacy Solutions LLC first reported a position in American Electric Power in Q1 2025 and has held it in 7 quarters since.
  • Legacy Solutions LLC's American Electric Power position peaked at $304K in Q2 2026.
  • 203 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.