Next Level Wealth Planning’s American Electric Power AEP Stock Holding History

Next Level Wealth Planning’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	$112K	Buy	+947	New	+$120K	0.05%	102

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's AEP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in American Electric Power (AEP) in Q3 2026: 947 shares worth $112K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings.

1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Next Level Wealth Planning held 947 shares of American Electric Power worth $112K as of Q3 2026.
American Electric Power was a new Next Level Wealth Planning position in Q3 2026.
American Electric Power made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #102 holding.
1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.