Midwest Trust’s American Electric Power AEP Stock Holding History

Midwest Trust’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	$11.2M	Buy	94,644 +1,226	+1%	+$155K	0.12%	142
2026 Q2	$12.8M	Sell	93,418 -2,833	-3%	-$373K	0.14%	136
2026 Q1	$12.6M	Sell	96,251 -2,462	-2%	-$308K	0.16%	136
2025 Q4	$11.4M	Buy	98,713 +5,703	+6%	+$674K	0.14%	141
2025 Q3	$10.5M	Buy	93,010 +2,350	+3%	+$257K	0.14%	144
2025 Q2	$9.41M	Buy	+90,660	New	+$9.43M	0.13%	156

Other funds holding AEP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Midwest Trust's AEP Position: Q3 2026 in Review

Midwest Trust increased its American Electric Power (AEP) stake by 1.3% in Q3 2026, buying an estimated $155K and bringing the position to 94,644 shares worth $11.2M. The position accounts for 0.12% of the portfolio, ranked #142.

Midwest Trust first reported a position in AEP in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.8M in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Midwest Trust held 94,644 shares of American Electric Power worth $11.2M as of Q3 2026.
Midwest Trust bought 1,226 American Electric Power shares in Q3 2026, an estimated $155K.
American Electric Power made up 0.12% of Midwest Trust's portfolio in Q3 2026, its #142 holding.
Midwest Trust first reported a position in American Electric Power in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's American Electric Power position peaked at $12.8M in Q2 2026.
528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.