Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s American Electric Power AEP Stock Holding History

Meriwether Wealth & Planning’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 		$147K Buy
+1,242
New +$157K 0.07% 138
2025
Q1 		– Sell
-2,241
Closed -$207K – 125
2024
Q4 		$207K Buy
+2,241
New +$217K 0.15% 112

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

Meriwether Wealth & Planning's AEP Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in American Electric Power (AEP) in Q3 2026: 1,242 shares worth $147K. The stake represents 0.07% of the portfolio and ranks #138 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in AEP as recently as Q4 2024.

Meriwether Wealth & Planning first reported a position in AEP in Q4 2024 and has held it in 2 quarters since. The position peaked at $207K in Q4 2024. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Meriwether Wealth & Planning held 1,242 shares of American Electric Power worth $147K as of Q3 2026.
  • American Electric Power was a new Meriwether Wealth & Planning position in Q3 2026.
  • American Electric Power made up 0.07% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #138 holding.
  • Meriwether Wealth & Planning first reported a position in American Electric Power in Q4 2024 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's American Electric Power position peaked at $207K in Q4 2024.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.