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

Marion 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 		$1.35M Buy
11,416
+363
+3% +$46K 0.27% 79
2026
Q2 		$1.51M Buy
11,053
+454
+4% +$59.8K 0.31% 73
2026
Q1 		$1.39M Buy
10,599
+409
+4% +$51.2K 0.31% 72
2025
Q4 		$1.19M Buy
10,190
+331
+3% +$39.1K 0.26% 75
2025
Q3 		$1.11M Buy
9,859
+81
+0.8% +$8.86K 0.26% 75
2025
Q2 		$1.01M Buy
9,778
+789
+9% +$82.1K 0.25% 75
2025
Q1 		$982K Buy
+8,989
New +$911K 0.26% 76

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

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

Marion Wealth Management increased its American Electric Power (AEP) stake by 3.3% in Q3 2026, buying an estimated $46K and bringing the position to 11,416 shares worth $1.35M. The position accounts for 0.27% of the portfolio, ranked #79.

Marion Wealth Management first reported a position in AEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.51M in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Marion Wealth Management held 11,416 shares of American Electric Power worth $1.35M as of Q3 2026.
  • Marion Wealth Management bought 363 American Electric Power shares in Q3 2026, an estimated $46K.
  • American Electric Power made up 0.27% of Marion Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Marion Wealth Management first reported a position in American Electric Power in Q1 2025 and has held it in 7 quarters since.
  • Marion Wealth Management's American Electric Power position peaked at $1.51M in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.