Navalign LLC
AEP icon

Navalign LLC’s American Electric Power AEP Stock Holding History

Navalign LLC’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 		$1.26M Sell
10,609
-15
-0.1% -$1.9K 0.29% 61
2026
Q2 		$1.45M Buy
10,624
+17
+0.2% +$2.24K 0.34% 51
2026
Q1 		$1.39M Buy
10,607
+67
+0.6% +$8.38K 0.35% 50
2025
Q4 		$1.22M Buy
10,540
+237
+2% +$28K 0.3% 54
2025
Q3 		$1.16M Buy
10,303
+42
+0.4% +$4.6K 0.31% 54
2025
Q2 		$1.06M Sell
10,261
-161
-2% -$16.8K 0.29% 60
2025
Q1 		$1.14M Buy
10,422
+309
+3% +$31.3K 0.32% 53
2024
Q4 		$933K Buy
10,113
+299
+3% +$28.9K 0.27% 60
2024
Q3 		$1.01M Buy
9,814
+406
+4% +$39.6K 0.3% 58
2024
Q2 		$825K Buy
9,408
+346
+4% +$30.3K 0.26% 69
2024
Q1 		$780K Buy
9,062
+513
+6% +$41.7K 0.26% 75
2023
Q4 		$694K Sell
8,549
-25
-0.3% -$1.94K 0.24% 80
2023
Q3 		$645K Sell
8,574
-78
-0.9% -$6.35K 0.24% 82
2023
Q2 		$729K Sell
8,652
-101
-1% -$8.92K 0.29% 66
2023
Q1 		$796K Sell
8,753
-54
-0.6% -$4.94K 0.33% 58
2022
Q4 		$836K Sell
8,807
-132
-1% -$12K 0.34% 63
2022
Q3 		$773K Buy
8,939
+67
+0.8% +$6.62K 0.35% 51
2022
Q2 		$851K Sell
8,872
-166
-2% -$16.5K 0.37% 54
2022
Q1 		$900K Sell
9,038
-320
-3% -$29.2K 0.38% 55
2021
Q4 		$833K Sell
9,358
-224
-2% -$18.9K 0.33% 68
2021
Q3 		$778K Sell
9,582
-67
-0.7% -$5.85K 0.33% 69
2021
Q2 		$816K Buy
9,649
+19
+0.2% +$1.64K 0.35% 67
2021
Q1 		$816K Buy
+9,630
New +$776K 0.36% 61

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Navalign LLC's AEP Position: Q3 2026 in Review

Navalign LLC reduced its American Electric Power (AEP) stake by 0.14% in Q3 2026, selling an estimated $1.9K and leaving 10,609 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #61.

Navalign LLC first reported a position in AEP in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.45M in Q2 2026. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Navalign LLC held 10,609 shares of American Electric Power worth $1.26M as of Q3 2026.
  • Navalign LLC sold 15 American Electric Power shares in Q3 2026, an estimated $1.9K.
  • American Electric Power made up 0.29% of Navalign LLC's portfolio in Q3 2026, its #61 holding.
  • Navalign LLC first reported a position in American Electric Power in Q1 2021 and has held it in 23 quarters since.
  • Navalign LLC's American Electric Power position peaked at $1.45M in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.