LFG Wealth Partners
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LFG Wealth Partners’s American Electric Power AEP Stock Holding History

LFG Wealth Partners’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 		$2.06M Buy
17,388
+9,281
+114% +$1.18M 0.86% 40
2026
Q2 		$1.11M Sell
8,107
-4,346
-35% -$573K 0.52% 58
2026
Q1 		$1.63M Buy
12,453
+999
+9% +$125K 0.98% 37
2025
Q4 		$1.32M Buy
+11,454
New +$1.35M 0.84% 47

Other funds holding AEP

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LFG Wealth Partners's AEP Position: Q3 2026 in Review

LFG Wealth Partners increased its American Electric Power (AEP) stake by 114% in Q3 2026, buying an estimated $1.18M and bringing the position to 17,388 shares worth $2.06M. The position accounts for 0.86% of the portfolio, ranked #40.

LFG Wealth Partners first reported a position in AEP in Q4 2025 and has held it in 4 quarters since. 905 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • LFG Wealth Partners held 17,388 shares of American Electric Power worth $2.06M as of Q3 2026.
  • LFG Wealth Partners bought 9,281 American Electric Power shares in Q3 2026, an estimated $1.18M.
  • American Electric Power made up 0.86% of LFG Wealth Partners's portfolio in Q3 2026, its #40 holding.
  • LFG Wealth Partners first reported a position in American Electric Power in Q4 2025 and has held it in 4 quarters since.
  • 905 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.