MB, Levis & Associates
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MB, Levis & Associates’s American Electric Power AEP Stock Holding History

MB, Levis & Associates’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 		$4.32K Hold
36
– – ﹤0.01% 196
2026
Q2 		$4.94K Hold
36
– – ﹤0.01% 199
2026
Q1 		$4.7K Hold
36
– – ﹤0.01% 183
2025
Q4 		$4.11K Buy
36
+1
+3% +$118 ﹤0.01% 193
2025
Q3 		$3.98K Hold
35
– – ﹤0.01% 192
2025
Q2 		$3.64K Hold
35
– – ﹤0.01% 228
2025
Q1 		$3.79K Buy
35
+1
+3% +$101 ﹤0.01% 227
2024
Q4 		$3.17K Hold
34
– – ﹤0.01% 244
2024
Q3 		$3.5K Hold
34
– – ﹤0.01% 241
2024
Q2 		$2.96K Buy
34
+1
+3% +$87 ﹤0.01% 244
2024
Q1 		$2.88K Hold
33
– – ﹤0.01% 244
2023
Q4 		$2.69K Hold
33
– – ﹤0.01% 239
2023
Q3 		$2.46K Buy
33
+1
+3% +$81 ﹤0.01% 243
2023
Q2 		$2.73K Hold
32
– – ﹤0.01% 237
2023
Q1 		$2.92K Hold
32
– – ﹤0.01% 241
2022
Q4 		$3.02K Buy
+32
New +$2.91K ﹤0.01% 221

Other funds holding AEP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

MB, Levis & Associates's AEP Position: Q3 2026 in Review

MB, Levis & Associates held its American Electric Power (AEP) position steady in Q3 2026 at 36 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

MB, Levis & Associates first reported a position in AEP in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.94K in Q2 2026. 812 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • MB, Levis & Associates held 36 shares of American Electric Power worth $4.32K as of Q3 2026.
  • MB, Levis & Associates left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #196 holding.
  • MB, Levis & Associates first reported a position in American Electric Power in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's American Electric Power position peaked at $4.94K in Q2 2026.
  • 812 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.