Mindset Wealth Management
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Mindset Wealth Management’s American Electric Power AEP Stock Holding History

Mindset 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 		– Sell
-1,553
Closed -$212K – 199
2026
Q2 		$212K Hold
1,553
– – 0.04% 177
2026
Q1 		$204K Buy
+1,553
New +$194K 0.05% 168

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

Mindset Wealth Management's AEP Position: Q3 2026 in Review

Mindset Wealth Management sold out of American Electric Power (AEP) in Q3 2026, closing a stake of 1,553 shares — an estimated $212K sold.

Mindset Wealth Management first reported a position in AEP in Q1 2026 and held it in 2 quarters. The position peaked at $212K in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Mindset Wealth Management reported no remaining American Electric Power position as of Q3 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 1,553 American Electric Power shares in Q3 2026, an estimated $212K.
  • Mindset Wealth Management first reported a position in American Electric Power in Q1 2026 and held it in 2 quarters.
  • Mindset Wealth Management's American Electric Power position peaked at $212K in Q2 2026.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.