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MFA Wealth Services’s American Electric Power AEP Stock Holding History

MFA Wealth Services’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 		$253K Sell
2,134
-5
-0.2% -$633 0.15% 117
2026
Q2 		$293K Buy
2,139
+462
+28% +$60.9K 0.17% 113
2026
Q1 		$220K Buy
+1,677
New +$210K 0.15% 117
2025
Q1 		– Sell
-2,277
Closed -$210K – 107
2024
Q4 		$210K Buy
+2,277
New +$220K 0.17% 105

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
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
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

MFA Wealth Services's AEP Position: Q3 2026 in Review

MFA Wealth Services reduced its American Electric Power (AEP) stake by 0.23% in Q3 2026, selling an estimated $633 and leaving 2,134 shares worth $253K. The position accounts for 0.15% of the portfolio, ranked #117.

MFA Wealth Services first reported a position in AEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $293K in Q2 2026. 424 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • MFA Wealth Services held 2,134 shares of American Electric Power worth $253K as of Q3 2026.
  • MFA Wealth Services sold 5 American Electric Power shares in Q3 2026, an estimated $633.
  • American Electric Power made up 0.15% of MFA Wealth Services's portfolio in Q3 2026, its #117 holding.
  • MFA Wealth Services first reported a position in American Electric Power in Q4 2024 and has held it in 4 quarters since.
  • MFA Wealth Services's American Electric Power position peaked at $293K in Q2 2026.
  • 424 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.