Mather Group
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Mather Group’s American Electric Power AEP Stock Holding History

Mather Group’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 		$694K Buy
5,848
+438
+8% +$55.5K 0.01% 465
2026
Q2 		$740K Sell
5,410
-23
-0.4% -$3.03K 0.01% 447
2026
Q1 		$712K Buy
5,433
+191
+4% +$23.9K 0.01% 407
2025
Q4 		$604K Sell
5,242
-4,641
-47% -$548K 0.01% 372
2025
Q3 		$1.11M Buy
9,883
+842
+9% +$92.1K 0.01% 263
2025
Q2 		$938K Buy
9,041
+718
+9% +$74.7K 0.01% 273
2025
Q1 		$909K Buy
8,323
+5,729
+221% +$580K 0.01% 268
2024
Q4 		$239K Buy
2,594
+80
+3% +$7.74K ﹤0.01% 514
2024
Q3 		$258K Sell
2,514
-5,221
-67% -$510K ﹤0.01% 501
2024
Q2 		$666K Buy
7,735
+1,878
+32% +$164K 0.01% 354
2024
Q1 		$476K Buy
5,857
+1
+0% +$81 0.01% 349
2023
Q4 		$476K Buy
5,856
+198
+3% +$15.4K 0.01% 358
2023
Q3 		$426K Buy
5,658
+79
+1% +$6.43K 0.01% 360
2023
Q2 		$470K Sell
5,579
-1,682
-23% -$149K 0.01% 359
2023
Q1 		$661K Buy
7,261
+20
+0.3% +$1.83K 0.01% 273
2022
Q4 		$687K Sell
7,241
-222
-3% -$20.2K 0.01% 269
2022
Q3 		$645K Buy
7,463
+464
+7% +$45.9K 0.01% 254
2022
Q2 		$671K Sell
6,999
-47
-0.7% -$4.66K 0.02% 220
2022
Q1 		$703K Buy
7,046
+63
+0.9% +$5.76K 0.01% 218
2021
Q4 		$621K Buy
6,983
+272
+4% +$22.9K 0.01% 198
2021
Q3 		$545K Sell
6,711
-102
-1% -$8.9K 0.01% 165
2021
Q2 		$576K Buy
6,813
+53
+0.8% +$4.56K 0.01% 148
2021
Q1 		$573K Buy
6,760
+312
+5% +$25.2K 0.02% 134
2020
Q4 		$537K Sell
6,448
-217
-3% -$18.8K 0.02% 131
2020
Q3 		$545K Buy
6,665
+425
+7% +$35K 0.02% 132
2020
Q2 		$497K Buy
+6,240
New +$509K 0.02% 131

Other funds holding AEP

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
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
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
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Mather Group's AEP Position: Q3 2026 in Review

Mather Group increased its American Electric Power (AEP) stake by 8.1% in Q3 2026, buying an estimated $55.5K and bringing the position to 5,848 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #465.

Mather Group first reported a position in AEP in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.11M in Q3 2025. 483 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Mather Group held 5,848 shares of American Electric Power worth $694K as of Q3 2026.
  • Mather Group bought 438 American Electric Power shares in Q3 2026, an estimated $55.5K.
  • American Electric Power made up 0.01% of Mather Group's portfolio in Q3 2026, its #465 holding.
  • Mather Group first reported a position in American Electric Power in Q2 2020 and has held it in 26 quarters since.
  • Mather Group's American Electric Power position peaked at $1.11M in Q3 2025.
  • 483 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.