MKT Advisors
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MKT Advisors’s American Electric Power AEP Stock Holding History

MKT Advisors’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 		$465K Sell
3,800
-669
-15% -$84.7K 0.15% 82
2026
Q2 		$615K Sell
4,469
-679
-13% -$89.4K 0.19% 65
2026
Q1 		$684K Sell
5,148
-1,113
-18% -$139K 0.23% 60
2025
Q4 		$714K Sell
6,261
-5
-0.1% -$591 0.24% 61
2025
Q3 		$706K Sell
6,266
-447
-7% -$48.9K 0.26% 56
2025
Q2 		$701K Buy
6,713
+2
+0% +$208 0.28% 54
2025
Q1 		$682K Sell
6,711
-98
-1% -$9.9K 0.32% 47
2024
Q4 		$662K Sell
6,809
-298
-4% -$28.8K 0.29% 54
2024
Q3 		$724K Sell
7,107
-1,295
-15% -$126K 0.34% 45
2024
Q2 		$737K Buy
8,402
+9
+0.1% +$787 0.37% 45
2024
Q1 		$699K Sell
8,393
-77
-0.9% -$6.26K 0.38% 44
2023
Q4 		$712K Buy
8,470
+18
+0.2% +$1.4K 0.47% 42
2023
Q3 		$607K Buy
8,452
+80
+1% +$6.51K 0.46% 43
2023
Q2 		$715K Sell
8,372
-2,165
-21% -$191K 0.51% 38
2023
Q1 		$996K Sell
10,537
-287
-3% -$26.3K 0.74% 20
2022
Q4 		$1.06M Sell
10,824
-268
-2% -$24.4K 0.8% 19
2022
Q3 		$959K Sell
11,092
-46
-0.4% -$4.55K 0.83% 19
2022
Q2 		$1.06M Sell
11,138
-6
-0.1% -$595 0.83% 18
2022
Q1 		$1.11M Buy
11,144
+2,955
+36% +$270K 0.84% 17
2021
Q4 		$727K Buy
+8,189
New +$691K 0.57% 32

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

MKT Advisors's AEP Position: Q3 2026 in Review

MKT Advisors reduced its American Electric Power (AEP) stake by 15% in Q3 2026, selling an estimated $84.7K and leaving 3,800 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #82.

MKT Advisors first reported a position in AEP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2022. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • MKT Advisors held 3,800 shares of American Electric Power worth $465K as of Q3 2026.
  • MKT Advisors sold 669 American Electric Power shares in Q3 2026, an estimated $84.7K.
  • American Electric Power made up 0.15% of MKT Advisors's portfolio in Q3 2026, its #82 holding.
  • MKT Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's American Electric Power position peaked at $1.11M in Q1 2022.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.