McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s American Electric Power AEP Stock Holding History

McGlone Suttner 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 		$743K Buy
6,263
+80
+1% +$10.1K 0.09% 102
2026
Q2 		$846K Buy
6,183
+34
+0.6% +$4.48K 0.1% 94
2026
Q1 		$806K Buy
6,149
+117
+2% +$14.6K 0.11% 93
2025
Q4 		$696K Buy
6,032
+55
+0.9% +$6.5K 0.09% 96
2025
Q3 		$672K Buy
5,977
+79
+1% +$8.64K 0.09% 95
2025
Q2 		$612K Buy
5,898
+104
+2% +$10.8K 0.09% 99
2025
Q1 		$633K Buy
5,794
+1,059
+22% +$107K 0.1% 92
2024
Q4 		$437K Sell
4,735
-666
-12% -$64.5K 0.07% 114
2024
Q3 		$554K Buy
5,401
+2,801
+108% +$273K 0.12% 95
2024
Q2 		$211K Sell
2,600
-2,470
-49% -$216K 0.04% 154
2024
Q1 		$437K Buy
5,070
+2,470
+95% +$201K 0.08% 103
2023
Q4 		$211K Buy
+2,600
New +$202K 0.04% 154
2023
Q3 		– Sell
-2,427
Closed -$204K – 141
2023
Q2 		$204K Buy
2,427
+105
+5% +$9.27K 0.05% 145
2023
Q1 		$211K Buy
2,322
+43
+2% +$3.93K 0.05% 136
2022
Q4 		$216K Buy
+2,279
New +$207K 0.07% 124

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

McGlone Suttner Wealth Management's AEP Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its American Electric Power (AEP) stake by 1.3% in Q3 2026, buying an estimated $10.1K and bringing the position to 6,263 shares worth $743K. The position accounts for 0.09% of the portfolio, ranked #102.

McGlone Suttner Wealth Management first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $846K in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • McGlone Suttner Wealth Management held 6,263 shares of American Electric Power worth $743K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 80 American Electric Power shares in Q3 2026, an estimated $10.1K.
  • American Electric Power made up 0.09% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #102 holding.
  • McGlone Suttner Wealth Management first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's American Electric Power position peaked at $846K in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

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