Maia Wealth
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Maia Wealth’s American Electric Power AEP Stock Holding History

Maia Wealth’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 		$303K Buy
2,551
+71
+3% +$8.99K 0.04% 278
2026
Q2 		$339K Buy
2,480
+13
+0.5% +$1.71K 0.05% 272
2026
Q1 		$323K Buy
2,467
+15
+0.6% +$1.88K 0.05% 280
2025
Q4 		$310K Sell
2,452
-43
-2% -$5.08K 0.05% 276
2025
Q3 		$306K Buy
2,495
+60
+2% +$6.56K 0.05% 272
2025
Q2 		$253K Sell
2,435
-315
-11% -$32.8K 0.05% 277
2025
Q1 		$293K Buy
2,750
+31
+1% +$3.14K 0.07% 234
2024
Q4 		$279K Buy
2,719
+38
+1% +$3.68K 0.06% 238
2024
Q3 		$266K Sell
2,681
-327
-11% -$31.9K 0.07% 208
2024
Q2 		$274K Buy
+3,008
New +$263K 0.08% 172

Other funds holding AEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Maia Wealth's AEP Position: Q3 2026 in Review

Maia Wealth increased its American Electric Power (AEP) stake by 2.9% in Q3 2026, buying an estimated $8.99K and bringing the position to 2,551 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #278.

Maia Wealth first reported a position in AEP in Q2 2024 and has held it in 10 quarters since. The position peaked at $339K in Q2 2026. 1,463 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Maia Wealth held 2,551 shares of American Electric Power worth $303K as of Q3 2026.
  • Maia Wealth bought 71 American Electric Power shares in Q3 2026, an estimated $8.99K.
  • American Electric Power made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #278 holding.
  • Maia Wealth first reported a position in American Electric Power in Q2 2024 and has held it in 10 quarters since.
  • Maia Wealth's American Electric Power position peaked at $339K in Q2 2026.
  • 1,463 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.