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MJT & Associates Financial Advisory’s American Electric Power AEP Stock Holding History

MJT & Associates Financial Advisory’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 		$35.6K Hold
300
– – 0.02% 86
2026
Q2 		$41K Hold
300
– – 0.03% 90
2026
Q1 		$39.3K Hold
300
– – 0.03% 91
2025
Q4 		$34.6K Hold
300
– – 0.03% 98
2025
Q3 		$33.8K Hold
300
– – 0.03% 98
2025
Q2 		$31.1K Hold
300
– – 0.04% 123
2025
Q1 		$32.8K Buy
+300
New +$30.4K 0.03% 122

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's AEP Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its American Electric Power (AEP) position steady in Q3 2026 at 300 shares worth $35.6K. The position accounts for 0.02% of the portfolio, ranked #86.

MJT & Associates Financial Advisory first reported a position in AEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $41K in Q2 2026. 60 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • MJT & Associates Financial Advisory held 300 shares of American Electric Power worth $35.6K as of Q3 2026.
  • MJT & Associates Financial Advisory left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #86 holding.
  • MJT & Associates Financial Advisory first reported a position in American Electric Power in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's American Electric Power position peaked at $41K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.